Lending Customer Service Representative
1 month ago
Level
Entry
Job Location
TRACY - TRACY, CA
Remote Type
N/A
Position Type
Full Time
Education Level
Undisclosed
Salary Range
Undisclosed
Travel Percentage
Undisclosed
Job Shift
Undisclosed
Job Category
Customer Service
Description
Apoyo Financiero Inc. is a fast-paced and rapid-growth company serving under-banked communities. We have helped over 30,000 clients and funded over $300 million dollars in loans. With over thirty offices our goal is to improve the lives of our clients, employees and communities we serve. We help improve the lives of our clients by providing access to credit which allows them a pathway to the formal financial economy. Our work has a positive social impact in the communities we serve.
We are highly passionate about providing the highest quality customer service to our clients and fellow team members. We help our team members grow by providing formal training and experience which allows them to assume growing responsibilities and job advancement.
Our plan is to grow to 150 branches within three years providing our team members a pathway for professional growth opportunities. Our success depends on our team members. Our talented team works hard, genuinely cares about our customers, and values the relationship with the communities we serve.
People chose to work for us because we:
•Believe and live by the values which characterize our culture Are a stable company and in constant growth (150 branches by the end of 2021)
•Respect and value our team members
•Always reward outstanding employees
•Provide team members the opportunity to grow within the company
•Are a company that is always looking to develop our team's skills
•Always seek to offer the best service to our clients, whether external or internal
•Work as a team in a healthy, fun, and innovative environment
•Offer a competitive salary and a generous Medical Benefit Package (medical, dental, vision, life insurance, 401K retirement plan
•Offer other benefits such as paid training, ten paid holidays, nine paid sick days, three paid bereavement days for direct family members, and vacation days
THE OPPORTUNITY
We are seeking success driven customer service team players. If you have a passion for financial and lending services and working with the public, we would like to offer you the needed training for your professional growth in the consumer lending industry. Bring your passion and enthusiasm to our company and we will make sure you reach your goals.
PRIMARY ROLES & RESPONSIBILITIES:
- Sales - Make our company known, sell our product and get prospects in influence of the branch
- Exceptional customer service - actively and genuinely listen to our customers' needs.
- Loan processes - specific knowledge about lending products and financing.
- Credit history analysis - review and analyze credit history to determine loan eligibility.
- Money handling experience - process payments and cash register balancing.
- Collection activities - monitor accounts to identify outstanding debts, take actions to encourage timely debt payments, and update account status and collection efforts.
- Marketing activities - build partnerships with local businesses, nonprofit organizations, and actively participate in public events.
- You will comply with company guidelines and procedures
Please do not send your RESUME if you don't speak and write in Spanish.
GENERAL REQUIREMENTS
- Passionate for Sales
- Superior verbal and written skills in English and Spanish are a must
- Familiar and comfortable with numeric data and accuracy with computer data entry
- High integrity, responsiveness, professionalism and personal boundaries
- Timeliness, attention to detail and accuracy
- Self-motivated, attitude and desire for professional growth
- Strong analytical and problem solving
- Computer skills: Word, Excel, Typing speed 40 wpm minimum
- Goal oriented with the ability to work well under pressure
- Positive attitude and ability to adapt to changes
- Ability to learn quickly and multitask
- The employee is required to walk and/or stand up to 8 hours per day
- Occasionally lift and/or carry up to 50 pounds.
- Use of personal vehicle required
- Valid driver's license and personal auto insurance
- Our branches are open Monday through Saturday, from 9:30am to 6:30pm
- Non Exempt Position- Full-time (40 hours per week)
EXPERIENCE
Over one year of full-time, relevant work experience: Sales experience (e.g. positions with sales goals).
COMPENSATION & GROWTH OPPORTUNITIES
Based on experience and education background.
Apoyo Financiero is committed to continually develop its' team members' talents in the short, medium, and long term. Ninety-eight percent of our leadership opportunities are filled internally.
We are an Equal Opportunity Employer
Apoyo Financiero participates in the Internet-based employment eligibility verification system E-Verify operated by the U.S. Citizenship and Immigration Services.
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