Job Description
Job Description
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
Working directly under the supervision of the branch manager, the Customer Service Representative :
- Solicit loans on the telephone and at the counter.
- Must 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.
Answers the telephone.
- Other duties include opening mail and distributing, posting counter payments, and giving customer credit experience to inquiring creditors and credit bureau.
- Completes loan documents and closes current refinance loans.
- Prepares daily deposits of cash and checks.
- Maintains and balances correct amount and denominations of money in cash drawers daily.
- Maintains loan standard report daily.
- Telephones past due customers
QUALIFICATIONS
Previous experience in customer service, collections, or the finance industry a plus. The CSR must have knowledge of computer skills.
REQUIRED
A high school diploma or equivalence is required.
PHYSICAL REQUIREMENTS / WORK ENVIRONMENT
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work is primarily sedentary in nature, no special demands are required.
Customer Service Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer ...
Customer Service Representative
The Customer Service Representative (CSR) role ensures all members, guests, and prospective members receive top-notch customer service. Club Role - Customer Service Representative (CSR). CF; Customer service - 1 year (preferred). ...
Customer Service Representative - Remote
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
Customer Service Contact Center Representative - Contractor
Often the first point of contact for customers, the Customer Service Representative is responsible for addressing customer service concerns, inquiries and activities. Combined Insurance, a Chubb Company, is seeking a Customer Service Contact Center Representative (Contractor role) to join our fast-p...
Customer Service Representative - North Charleston
We are seeking Customer Service Representatives to assist our client’s customers via inbound calls in a fast-paced environment. Our representatives provide excellent service to existing customers with a one call resolve mindset. At least 6 months of customer service experience in a transaction based...
Customer Service Representative - TurboTax (WFH) Receive $300 bonus for 5 days of training
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:. We're looking for enthusiastic individuals who are eager to lea...
Customer Service Representative (Full Time)
This may include, depending on location, checking cars, entering information in a handheld device, processing rentals of our loyalty customers, assisting customers at our exit gates or checking-in our cars at return, while providing excellent customer service. Customer Service Representative. This i...
Customer Service Representative - Intuit (WFH)
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
Customer Service Representative
Job Title: Customer Service Representative - Appliance Repair Company. Position: Customer Service Representative. Please include "Customer Service Representative Application - [Your Name]" in the subject line. Join our dynamic team at Preferred Appliance Sales and Repair! A leading appliance repair ...
Customer Service Representative
As a CSR or customer service representative, your primary responsibilities include inputting orders on the POS screen both at the front counter & over the phone, handing food to customers or third-party representatives upon arrival, & providing product/service information with a smile. Resol...