Sales & Loan Specialist - 113

Sun Loan • Mattoon, IL

9d

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. The specialist follows company policies and regulatory requirements to minimize risk while delivering customer service. The role also helps customers establish payment arrangements, process loan modifications and extensions, and identify suitable lending solutions. In the Branch Manager’s absence, the specialist helps maintain branch operations and service continuity.

Requirements

• At least 6 months of customer service experience.
• Availability to work the assigned schedule, which may include hours outside the typical branch schedule and occasional overtime.

Nice To Haves

• At least 6 months of sales experience.
• Experience working in a metrics-driven environment with established performance goals and KPIs.
• High school diploma or GED.

Responsibilities

• Contact customers by phone and mail to collect past-due payments and establish payment arrangements.
• Identify opportunities to refinance accounts and help customers bring 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 support 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.

What This Job Offers

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