Sunset Finance
Job Summary
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
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 and prepare refinance and delinquency mail.
Open mail and distribute, post counter payments, and provide customer credit experience to inquiring creditors and credit bureau.
Complete loan documents and close current refinance loans.
Prepare daily deposits of cash and checks.
Maintain and balance correct amount and denominations of money in cash drawers daily.
Maintain loan standard report daily.
Telephone past due customers.
Qualifications Previous experience in customer service, collections, or the finance industry is a plus. The CSR must have knowledge of computer skills.
A high school diploma or equivalence is required.
Physical Requirements/Work Environment The work is primarily sedentary in nature, with no special demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Seniority level: Entry level.
Employment type: Full-time.
Job function: Other.
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Duties & Essential Job Functions
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 and prepare refinance and delinquency mail.
Open mail and distribute, post counter payments, and provide customer credit experience to inquiring creditors and credit bureau.
Complete loan documents and close current refinance loans.
Prepare daily deposits of cash and checks.
Maintain and balance correct amount and denominations of money in cash drawers daily.
Maintain loan standard report daily.
Telephone past due customers.
Qualifications Previous experience in customer service, collections, or the finance industry is a plus. The CSR must have knowledge of computer skills.
A high school diploma or equivalence is required.
Physical Requirements/Work Environment The work is primarily sedentary in nature, with no special demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Seniority level: Entry level.
Employment type: Full-time.
Job function: Other.
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