Customer Service Representative
About The Position
The CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on the customers, take applications, investigate credit, take payments, refinance loans, help with the delinquent work, send out advertising letters, and complete other duties. This person must fill out correctly most of the office forms and reports, as well as maintain current the master cash drawer, bank deposits, and related daily transactions. . DUTIES & ESSENTIAL JOB FUNCTIONS Working directly under the supervision of the branch manager, the Customer Service Representative: Solicit loans on the telephone and at the counter. Must answer the telephone, post customer payments, input new and refinance loans into the loan software system, process loan applications and prepare refinance and delinquency mail. Answers the telephone. Other duties include: opening mail and distributing, posting counter payments, and giving customer credit experience to inquiring creditors and credit bureau. Completes loan documents and closes current refinance loans. Prepares daily deposits of cash and checks. Maintains and balances correct amount and denominations of money in cash drawers daily. Maintains loan standard report daily. Telephones past due customers
Requirements
- Previous experience in customer service, collections, or the finance industry a plus
- Must have knowledge of computer skills
- A high school diploma or equivalence is required
Responsibilities
- Wait on customers
- Take applications
- Investigate credit
- Take payments
- Refinance loans
- Help with delinquent work
- Send out advertising letters
- Fill out office forms and reports
- Maintain master cash drawer
- Maintain bank deposits
- Solicit loans on the telephone and at the counter
- Answer the telephone
- Post customer payments
- Input new and refinance loans into the loan software system
- Process loan applications
- Prepare refinance and delinquency mail
- Open and distribute mail
- Give customer credit experience to inquiring creditors and credit bureau
- Complete loan documents
- Close current refinance loans
- Prepare daily deposits of cash and checks
- Maintain and balance money in cash drawers daily
- Maintain loan standard report daily
- Telephone past due customers
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
