Bilingual Loan Specialist - 073

Sun Loan•Reno, NV

About The Position

The Loan Specialist supports the Branch Manager in maintaining a profitable, compliant, and efficiently operated branch. The role processes loan applications, verifies documentation, services customer accounts, and supports collection efforts. It helps minimize risk by following company policies and regulatory requirements while providing excellent customer service. The Loan Specialist also helps customers establish payment arrangements, processes loan modifications and extensions, and identifies lending solutions that meet customer needs. In the Branch Manager’s absence, the Loan Specialist helps maintain branch operations and service continuity.

Requirements

At least 6 months of customer service experience.
High school diploma or GED preferred.

Nice To Haves

At least 6 months of sales experience.
Experience working in a metrics-driven environment with established performance goals and KPIs.

Responsibilities

Contact customers by phone and mail to collect past-due payments and establish payment arrangements.
Identify opportunities to refinance accounts and assist customers in bringing accounts current.
Close loans by explaining loan terms, conditions, and requirements.
Conduct collection activities on delinquent accounts.
Use company-provided resources to locate past-due customers.
Review pending applications and proactively contact prospective customers to ensure timely processing.
Promote loan products to former and prospective customers to support branch growth.
Offer ancillary products and services, including tax preparation, referral programs, and Car Club memberships where applicable.
Maintain loan files, documentation, and required forms in compliance with company policies and applicable federal and state regulations.
Prepare copies of financial and legal documents as requested.
Process loan transactions accurately and maintain current customer information in loan management systems.
Post customer payments and maintain detailed account records.
Process payment extensions and accurately document collection efforts and account activity.