CSR

Sunset Finance•Easley, SC

3d•$15 - $18

About The Position

The Customer Service Representative (CSR) assists the Branch Manager in achieving results in sales, business promotion, profits, operational collection standards, and tax preparation. The role involves contacting customers by phone and scheduling office visits, while learning the tasks performed throughout the office to prepare for potential advancement to Branch Manager. The CSR serves customers, takes and processes loan applications, investigates credit, accepts payments, refinances loans, makes collection calls, and handles office administration. The position also supports tax preparation during tax season and contributes to company production, delinquency, loan-volume, and growth standards. The work is primarily sedentary, with no special physical demands identified.

Requirements

High school diploma or equivalent.
Excellent personality and communication skills.
Sales and problem-solving skills, leadership ability, and a strong desire to succeed.
Excellent spelling, computer, and data-entry skills.
Ability to complete tasks effectively, efficiently, and thoroughly with little to no supervision.
Initiative and ability to work independently.
Valid driver's license, dependable transportation, and current liability auto insurance coverage.

Responsibilities

Assist the Branch Manager in achieving sales, business promotion, profit, operational collection, and tax preparation objectives.
Contact customers by telephone and schedule office visits.
Wait on customers, solicit loans, sell company products and services, and take loan applications.
Investigate credit and provide customer credit references to inquiring creditors and credit bureaus.
Post customer payments, enter new and refinanced loans into the loan software system, and process loan applications.
Complete loan documents and close current refinance loans.
Prepare refinance, former borrower, and delinquency mail and text messages, and send advertising letters.
Make telephone collection calls to past-due customers, report activities to the Branch Manager, and adjust past-due payments for current slow customers.
Maintain the cash drawer and prepare daily cash and check deposits.
Prepare daily, weekly, and monthly reports.
Assist with tax preparation objectives and prepare and file income taxes each tax season.
Help maintain standards for delinquency, loan volume, growth goals, and 10th/20th standards.
Participate in training and development opportunities as directed by the Manager and District Supervisor.
Learn office tasks and prepare for potential advancement to Branch Manager.
Consistently achieve company production standards.