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About this role

• Supports daily operations in a fast-paced Consumer Finance/Tax Preparation Service environment.
• Provides customer service, various types of past due loan collections, loan solicitation and processing, credit assessment, tax preparation & and tax advance services.
• Takes & reviews loan applications, assesses credit risks, sound judgment to approve or deny credit, promotes Loan Central products and services.
• Maintains accuracy & safeguards confidential information while providing administrative support while managing multiple priorities.
• Requires strong origination skills, multi-taskers, attention to detail, and the ability to work effectively independently and as part of a team.
• Software used to perform duties: Compass Technologies, Equifax, TaxSlayer, Smartpay/Profitstars, Microsoft Word, Excel, & Outlook, Constant Contact, MLA, Paycom & Clearfly, etc.
• Originate, assess applicant creditworthiness and risk, verifying information, make sound lending decisions and close tax advances & consumer loans within established lending authority, company policies and applicable legal and regulatory requirements.
• Evaluate collateral by inspecting & assessing automobiles.
• Understand basic tax returns & be able to review & discuss tax return information with customers, including tax refund and tax advance details.
• Collect past-due loan & tax accounts through timely, professional collect efforts, including skip tracing & in-person, telephone, text message, email and written contact.
• Assist manager with accounts involving litigation, repossessions, bankruptcies, and other escalated collection matters.
• Conduct business development calls, participate in email, text and direct mail solicitation campaigns, and develop relationship with dealers and business partners to generate loan referrals.
• Provide exceptional customer service, resolve customer concerns, and identify appropriate solutions to problems.
• Maintain complete, accurate, and timely customer loan records, including documentation of lending decisions, account activity, and collection contacts.
• Maintain knowledge of insurance products offered and perform administrative tasks in insurance processing, claims handling & reporting.
• Safeguard confidential customer information and complying with company policies, internal controls and applicable laws & regulations.
• Assist Manager with audits, information gathering, & other compliance-related activities.
• Perform filing, basic office cleaning, and other general office duties as needed.
• Assist management and colleagues with daily operations & provide guidance and support to other staff members as needed.

Key skills & tools

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