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Account Specialist - TBT

Account Specialist - TBT

Job Description

Account Specialist


All job descriptions are subject to change by the Company as the Company deems it appropriate to upgrade positions and/or to otherwise ensure that the goals and objectives for employees and the Company are being met. All employees must read and comply with all terms stated in his or her job description and perform all other job duties as directed by the Company.

  • Must agree to support WSC’s Core Values
  • Professional attire (Adherence to dress code is required)
  • Professional conduct and communications are expected with all customers and co-workers
  • Punctuality and regularity in attendance at work
  • Ability to write legibly and neatly with few or no errors
  • Agrees to assist in keeping workplace and surroundings neat and clean
  • Agrees to have no personal items on desk (Exception: 4x6 framed photo of family)
  • Business frequently requires employees to drive to perform the responsibilities of the job

To perform those responsibilities, employees must have his or her own reliable transportation:

  • Must attend training sessions in Home Office and locally in area employed as requested by the company
  • Must agree to handle money and valuable items with care and responsibility, understanding that losses will be deducted from the employee’s pay, and such infractions can result in termination
  • Be able to read and comprehend written materials and apply principles and information contained in written materials
  • Must agree to follow company policies and procedures and adhere to all state and federal laws and guidelines
  • Must agree to act responsibly if co-workers are observed violating policies, procedures and/or laws
  • Use professional language at sufficient volume
  • Must keep accurate, daily record of time worked and report on approved documents or approved methods
  • Must be able to communicate and be understood over the telephone and use a computer with accuracy and adequate speed
  • Must be able to demonstrate and show merchandise to customers
  • Must be able to work the required hours, to complete tasks as assigned and to complete all job duties and responsibilities in a manner which complies with company standards, including those for professionalism, quality, and productivity
  • Must not smoke or use any type of tobacco product in any branch office, Home Office, or other company facilities or vehicles
  • Must allow the company to obtain a current certified motor vehicle record and must provide evidence of valid driver’s license and current, appropriate auto insurance
  • Must agree to allow the Company to obtain background information about employment, conduct a criminal background check, contact references, and secure a credit report
  • Must keep all company business, including customer information, confidential
  • Must submit to a drug test or obtain a medical examination as requested by the Company
  • Must provide the company with a list of other names under which employee worked
  • Must be able to perform physical job requirements such as lifting up to 25lbs, bending at the waist, reaching above the head, stooping, sitting in a sedentary position for a lengthy amount of time and using the computer key board
  • Employees performing Outside Collection Work (OCW) must be able to perform additional physical tasks including easily entering and exiting vehicles, walking quickly, being outdoors in summer and winter for periods of time, and speaking with customers
  • Must maintain company standards of performance
  • Other duties as assigned
  • Must be able to effectively perform multiple tasks at one time, including answering the phones, taking notes, greeting customers, etc.

Job Requirements

Account Specialist

  • Complete loan/sales applications accurately
  • Make loans/sales with assistance from Manager
  • Ensure cash drawers balance and be accountable for cash receipts
  • Complete all assigned daily/weekly reports
  • Keep track of WSC Home Office paperwork as assigned, and assist in sending in all required paperwork to Home Office
  • Keep careful and accurate records of all client contact (re: collection in office/contact out of office)
  • Process all mail and outgoing material
  • Keep accurate log of outgoing items: mail, bus, express mail, etc.
  • Use best means of delivery, taking into account economy, safe delivery and timeliness.
  • Send out notices and solicitations when instructed
  • Update customer information to maintain current address, phone number and employment information
  • Keep files in order
  • Create files when necessary
  • Do bank deposits as instructed
  • Be responsible for accuracy and security
  • Fully cooperate with Company-directed inquiries regarding discrepancies
  • Assist with reports required by WSC Sales Department
  • Keep inventory of all office supplies/equipment
  • Perform copy work as instructed and required
  • Use and help maintain office equipment
  • Keep accurate, daily record of time worked
  • Submit to Manager as instructed for verification
  • Assist in submitting office reports of time worked to the HR Department in punctually
  • Assist in the collection of past due accounts
  • Contact all customers who have become past due, following company instructions and policies, and complying with state/federal laws governing this activity
  • Make payment arrangements with customers that satisfy company policies and standards
  • Perform outside contact work (OCW) as instructed. Make verbal and in person contact for collections as directed by WSC
  • Keep track of mileage and outside contact work on required forms
  • Write receipts for any collection work done outside of the office, delivering the funds and receipts to the office IMMEDIATELY
  • Assist in meeting all company standards
  • Other duties as assigned

Job Snapshot

Employment Type Full-Time
Job Type Banking, Finance, Management
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Credit - Loan - Collections
Required Travel Not Specified
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Account Specialist - TBT

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