Personal Loan Specialist
Current· Responsible for aggressive loan volume sales goals, aggressive insurance adds on sales goals, and delinquency goals. Insurance sales goals includes life· Answers live action telephone calls to process payments, take new loan applications, and solicit current clients for new money loans· Responsible for daily collection activity; contacting current delinquent clients that are less than 30 days, 30 days, and 60 days past due on accounts· Responsible for maintaining expert product knowledge and recommending products based on needs of client· Uses rapport building skills to discuss needs with clientele and make recommendations based on needs of client· Responsible for handling cash transactions when customers make payments towards loan balance· Responsible for opening cash drawer, closing cash drawer, and balancing cash drawer several times throughout work day· Actively underwrites loans during decision process; process includes income verification, employment verification, residence verification, asset· Responsible for handling daily cash movement report, and also reconciling paperwork for previous day and making sure that all procedures were done so in a proper manner.