Central Account Sales Specialist

Regional Finance • Plano, TX

7d

About The Position

The Central Account Sales Specialist works with borrowers remotely, both within and outside Regional Finance’s branch network, to complement its branch-based community lending model and support its digital strategy. The specialist applies knowledge of Regional Finance personal loan products to present solutions that help current and prospective customers meet their financial goals. Interactions are completed electronically or by phone, with some in-person work in an office setting.

The role processes and underwrites loan applications within established guidelines and approval authority limits, builds customer relationships through strong service, and uses account management practices to assist delinquent customers. The specialist also supports payment and fee processing, loan closings, delinquency standards, and the development and tracking of performance goals. Hours may be staggered to address digital volume; schedules may be flexible based on employee and branch needs. The position generally operates Monday through Saturday, while the stated typical hours are 8:30 a.m. to 5:30 p.m. Monday through Friday, with some Saturdays required. Overtime may be required as needed at management’s discretion.

Requirements

• High school diploma or equivalent.
• Outgoing, enthusiastic attitude and strong phone communication skills.
• Experience with Microsoft Office Suite products.
• Data entry proficiency.
• Must pass drug screening and criminal and credit background checks.
• Demonstrated passion for customer service.
• Excellent written and verbal communication skills.
• Ability to relate well to a broad spectrum of people, including customers, branch colleagues, and corporate coworkers.
• Ability to thrive in a pay-for-performance environment.
• Proven ability to multitask.
• High degree of integrity.
• Confidence and a sales mentality.
• Adaptability to a changing environment.

Nice To Haves

• Some college coursework completed.
• Consumer finance experience with exposure to sales and collections.
• Some leadership experience.
• Familiarity with consumer credit and/or underwriting.

Responsibilities

• Present personal loan solutions to current and prospective customers based on their financial goals.
• Complete borrower interactions electronically or by phone.
• Process and underwrite loan applications within guidelines and approval authority limits.
• Build customer relationships by delivering exceptional service.
• Use account management practices to assist delinquent customers.
• Work with management to develop, communicate, and track daily, weekly, and monthly goals.
• Report, manage, and maintain branch standards related to delinquency.
• Receive, track, and post payments and fees to customer accounts in compliance with company policy.
• Close loans as directed by the manager.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED