What are the responsibilities and job description for the Loan Specialist I - 329 position at Brundage Management Company, Inc.?
Requirements for internal applicant :
Approval from your supervisor is not required to apply for any position. However, you must tell your supervisor of your intent to apply.
Talent Management will consult with the current supervisor to ensure that the employee has good attendance, is in good standing and not on any Corrective Action plans.
A minimum of two weeks must be provided to transfer into a new position. Some departments are more flexible depending on the nature of the job, and notice may be negotiated between current and future supervisors. Talent Acquisition will coordinate the transfer between departments.
As a Customer Service / Collections Loan Specialist , this position supports the branch manager in maintaining a profitable and well-managed office by ensuring efficient administration and compliance in loan processing. This role includes accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance. By diligently following organizational and regulatory guidelines, the Loan Specialist helps mitigate risk and avoid potential losses.
Responsibilities also include contacting customers regarding payment arrangements, facilitating loan extensions and modifications, and handling pay schedules as needed. In the manager's absence, this role oversees office operations to maintain continuity and productivity.
Job duties include :
Attempts to persuade customers to pay the amount due or arrange for payment via phone, or mail. Identifies solutions for customers to refinance accounts and bring accounts current.
Properly closes loans by ensuring all loan requirements are explained.
Execute collection calls on overdue accounts.
Uses company provided location services to locate past due customers.
Ensures accurate and timely processing of applications by regularly reviewing pending applications and contacting prospective customers.
Ensures continual account growth by selling loans to former and prospective customers.
Sells ancillary products including taxes, referrals and car club (where applicable).
Maintains all necessary forms and loan documents for accounts in accordance with company guidelines, federal and state law.
Prepares copies of financial and legal documents as requested.
Ensures accurate and timely processing of loans by providing accurate computer input and keeping customer information up to date.
Enters payments into loan management software.
Accommodates for payment extensions and properly maintains collection notes on account screens.
Hours :
Monday - Thursday 8 : 30am - 5 : 30pm.
Fridays 8 : 30am - 6 : 00pm.
Saturdays 8 : 30am -12 : 30pm (from Nov 29 - March 2025). Rotational Saturdays based on the needs of the business.
No Sundays!
Some overtime may be required.
Minimal local travel may be required to attend team meetings (up to 5%).
Requirements :
1 year Customer Service experience in any field
6 months Collections experience, a plus
High School / GED preferred
Proficiency in operating systems (e.g., Windows, macOS, Linux) and common software applications (e.g., Microsoft Office Suite, Google Workspace), with experience in software installation, configuration, and troubleshooting.
Demonstrates a positive attitude, strong work ethic, and a collaborative approach, contributing to a respectful and productive work environment.
Excels in building and maintaining strong customer relationships, demonstrating excellent communication, active listening, and persuasive sales techniques to drive customer satisfaction and business growth.
Strong organizational skills, with the ability to manage multiple tasks efficiently, prioritize responsibilities, and meet deadlines while maintaining attention to detail.
Proficient in basic math skills, including addition, subtraction, multiplication, and division, with the ability to apply these skills to analyze data and perform calculations accurately.
Sun Loan is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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