Customer Service Representative (Sr. Loan Consultant)
About The Position
The Sr. Loan Consultant supports the Branch Manager by helping oversee efficient branch operations and ensuring staff properly perform operational functions. The role promotes trust, service, security, and satisfaction among customers and staff. It also supports branch goals related to profitability, lending, credit quality, collections, and expenses; assists with customer service, sales, and community business development; and contributes to staffing and performance management as applicable. This position is based in an office environment. It offers a competitive salary based on the duties and the selected candidate’s knowledge, skills, abilities, and experience, and is eligible for quarterly incentive compensation based on individual and company performance guidelines.
Requirements
- High school diploma or GED from an accredited institution.
- Five or more years of consumer finance or related experience.
- Ability to work with minimum supervision.
- Excellent communication skills.
- Proficient working knowledge of industry or related-industry lending software, Microsoft Windows, Excel, and Word applications.
Nice To Haves
- Associate or bachelor’s degree.
- Bilingual Spanish/English.
Responsibilities
- Assist with managing and motivating staff to meet branch profitability, volume, lending, credit quality, collections, and expense goals.
- Make loan decisions within established lending limits or recommend loan decisions.
- Process and close consumer loans.
- Collect accounts at varying stages of delinquency.
- Assist the Branch Manager with business development relationships in the community.
- Sell products and services to meet sales goals.
- Help customers implement solutions and monitor overall customer satisfaction.
- Assist the Branch Manager with hiring, staffing, training, performance reviews, and terminations as applicable.
- Ensure a high quality of customer service.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision benefits for employees and dependents.
- Paid time off.
- Paid holidays.
- 401(k).
- Life insurance.
- Long-term disability.
- Tuition assistance.
- Employee assistance program.
- Optional critical care, auto, home, and pet insurance, as well as other ancillary insurance options.
- Quarterly incentive compensation based on individual and company performance guidelines.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
