Customer Service Representative (Loan Consultant I - CA)
GENERAL SUMMARY :
The Loan Consultant I (CA) provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals.
Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.
MAJOR DUTIES / RESPONSIBILITIES :
Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained;
process payments, distributions, make recommendations regarding loan approvals; approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face communications with customers.
Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.
Actively market all branch products and services to individuals.
Perform all other duties as assigned by management.
BASIC REQUIREMENTS :
High School Diploma or GED from accredited institution
0-2 years consumer finance or related experience
Cash handling; computer skills; customer service skills
Ability to work with minimum supervision
Excellent communication skills
Proficient working knowledge of Microsoft Windows, Excel and Word Applications
PREFERRED / DESIRED QUALIFICATIONS :
Associates or Bachelor’s Degree
Bilingual, Spanish / English
COMPENSATION :
The salary range for this position is $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and / or Experience of the selected candidate.
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
WORK ENVIRONMENT : Office Environment
Office Environment
Customer Service Representative - State Farm Agent Team Member
State Farm Insurance Agent located in Riverside, CA is seeking an outgoing, career-oriented professional to join their team. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. ...
Web Customer Service Representative
Join the Bell Brothers team as a Web Customer Service representative and become integral to our commitment to delivering unparalleled customer satisfaction. As a Web Customer Service Representative, you'll play a key role in ensuring this promise is kept with every customer interaction. At Bell ...
Remote Customer Service and Sales Representative
We are seeking a motivated and customer-focused individual to join our team as a Remote Customer Service and Inside Sales Representative. In this role, you will be responsible for providing excellent customer service, managing sales inquiries, and driving sales growth through effective communication...
Remote Customer Service Representative - (Eyeware)
Remain current on all changes to Customer Service policy, procedures, and product/services/solutions information to accurately and consistently respond to customers inquiries. Effectively maintains specific line of business Customer Service standards and support level standards. Contingent on the LO...
Urgent Hiring Customer Service Representative In Ilocos Norte
Are you thrilled about delivering outstanding customer service? We're looking for a lively Customer Service Representative. Needed QualificationsHigh School Graduate (Old curriculum) or ALS GraduateGood communication skillsAmenable to shifting schedules and work on-site. Perks You'll EnjoyPaid Time ...
Licensed Customer Service Representative
Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Our office is expanding and we are lookin...
Customer Service Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Use a customer-focu...
Customer Service Representative
Works independently of support from a senior customer service representative, frequently utilizing the knowledge center, answering customer inquiries. This job resolves standard and occasional non-standard customer inquiries, comments, and concerns by applying a seamless and positive customer experi...
Customer Service Representative - State Farm Agent Team Member
As a Customer Service Representative - State Farm Agent Team Member with Cindy Cabanas, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Service can include responding to inquiries regarding insurance availability, eligibility, ...
Customer Service Representative (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Our ideal candidate is eager to ...