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
Customer Service Representative. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, follow up and provide helpful solutions that ensure they have a great customer service experience with our company. Use best practices in customer servic...
Customer Service Representative
Customer Service Representative. We want you to join our team as a Customer Service Representative. As a Customer Service Representative, you will enjoy:. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards...
Customer Service Representative
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...
Customer Service Representative Remote
Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns. Provide excellent customer service through active listening. Customer service experience preferred. Teleperformance is a global, digital business services compa...
Customer Service Representative - TurboTax (WFH) Receive $300 bonus for 5 days of training
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-Remote (Seasonal)
Customer Service Representative-Remote. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. Customer Service Representative. Customer Service Representative. ...
Customer Service Representative - Remote
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. Lead Generation (the ac...
Customer Service Representative - Choose location
But here are a few skills you should have to be a successful Customer Service Representative:. As a Customer Service Rep, you will have:. Greeting customers and taking orders with a smile (yes, you even have to smile when you answer the phone)!. Operating the cash register and collecting payment fro...
Customer Service Representative
Skilled at consistently providing outstanding customer service and following through on responsibilities or promises made to customers. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, insti...
Customer Service Representative-Remote (Ultimate Medical Academy Grads Only)
Customer Service Representative. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. Customer Service Representative. Customer Service Representative. ...