Loan Specialist

Responsibilities

• Deliver exceptional customer service and nurture strong customer relationships
• Execute external marketing activities as required
• Communicate clearly and respectfully with customers and colleagues
• Follow a structured daily routine to effectively complete organizational tasks
• Process and review credit applications in a timely manner
• Handle collection and solicitation calls with professionalism
• Prepare and finalize loan documents, providing necessary information to customers
• In applicable states, create written descriptions, and appraise value of security
• Make credit recommendations to the Branch Manager regarding loan amounts and terms for applications
• Generate weekly progress reports and maintain daily and weekly reports

Requirements

• High School Diploma or equivalent education
• Preferred previous experience in finance/credit and customer service roles
• Experience with Windows and Microsoft Office Suite is preferred
• Effective communication skills with the ability to interact positively with others
• Excellent attendance and work ethic, consistently punctual and present on scheduled workdays
• Strong customer service abilities and the capacity to work independently or as part of a team with a positive demeanor
• A valid driver’s license, reliable transportation, and auto insurance
• Willingness to comply with our company policy regarding employment credit and background checks
• Ability to meet licensing requirements from various states based on a criminal background check

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance