Customer Service Representative (Loan Consultant I)
On-siteSaint Augustine, Florida, United States
Job Summary
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, and make recommendations regarding loan approvals, approving loans up to established lending limits and completing loan closings. Handle account activities related to collection accounts via phone and face-to-face communications, while preparing reports, correspondences, and transaction documentation. Operate the cash drawer, process bank deposits, and maintain records and balances for branch closing. Actively market all branch products and services to individuals.
Required Qualifications
- 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
Desired Qualifications
- Associates or Bachelor's Degree
- Bilingual, Spanish/English
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