Account Manager

Account Manager

Overview

Account Manager must be familiar with operations of branch office including all phases of

lending, collecting, and direction of office staff.

Responsibilities

Maintains office cash with accuracy and security.

Solicits for new or renewed customer business on every contact.

Receives loan payments and posts to customer accounts.

Prepares and processes loan applications; closes approved loans.

Achieves account gain through proven loan judgement and effective customer

solicitation.

Ensures compliance with state and federal lending regulations and Company policies.

Ensures prompt completion of loan process.

Minimizes delinquent debt through collection activities both by verbal and written

communication.

Ensures compliance with company record-keeping procedures.

Prompt and regular attendance is required.

Qualifications

Prior experience with customer service

Knowledge of state and federal lending regulations

Effective communications skills, verbal and written.

General math and money handling skills; ability to count cash accurately.

Ability to obtain license, certification, and/or governmental approval to provide

ancillary products and services, as applicable.

Valid driver’s license and daily access to a reliable automobile for business use

Computer literate with ability to operate a ten-key calculator.

This position works in an office and consistently operates a computer and other office

productivity machinery, such as a calculator, copy machine, and computer printer.

This position frequently operates a standard telephone.

This position may require driving, and may require walking on uneven ground,

climbing small stairs.

Requires the ability to communicate verbally and in writing.

Completion of training period as Customer Service Representative with previous

finance experience.

High school diploma or equivalent