Client Relations Specialist
2 weeks ago
POSITION SUMMARY
The Client Relations Specialist plays a crucial role in the functioning of a consumer finance office. The responsibilities of this position include assisting customers, processing applications, evaluating credit histories, accepting payments, refinancing loans, managing delinquent accounts, distributing promotional materials, and performing various other tasks. This individual must accurately complete most office forms and reports, as well as maintain the master cash drawer, bank deposits, and related daily transactions.
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KEY RESPONSIBILITIES
Under the guidance of the branch manager, the Client Relations Specialist:
- Solicits loans via telephone and in-person interactions.
- Handles incoming calls, processes customer payments, inputs new and refinancing loans into the loan management software, manages loan applications, and prepares correspondence for refinancing and delinquency. Answers incoming calls.
- Additional tasks include: sorting and distributing incoming mail, processing payments at the counter, and providing customer credit experiences to creditors and credit bureaus.
- Completes necessary loan documentation and finalizes current refinancing transactions.
- Prepares daily cash and check deposits.
- Ensures accurate maintenance and balancing of cash drawer amounts and denominations on a daily basis.
- Maintains daily loan standard reports.
- Contacts customers with overdue accounts.
QUALIFICATIONS
Prior experience in customer service, collections, or the financial sector is preferred, and bilingual skills are an advantage. The Client Relations Specialist should possess proficient computer skills.
EDUCATION REQUIREMENTS
A high school diploma or equivalent is mandatory.
WORK ENVIRONMENT AND PHYSICAL DEMANDS
The physical requirements and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The role is primarily sedentary, with no special demands required.
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