The CSR plays a vital role in a consumer finance office, handling customer interactions, processing applications, investigating credit, taking payments, refinancing loans, and managing delinquent accounts.
They are responsible for accurately completing forms, maintaining the cash drawer, bank deposits, and daily transactions.
Under supervision, duties include soliciting loans, answering phones, posting payments, inputting loan data, preparing mailings, opening mail, and assisting with credit inquiries.
Additional tasks involve closing refinance loans, preparing daily deposits, balancing cash drawers, maintaining loan reports, and contacting past due customers.
The ideal candidate has prior experience in customer service or finance, computer skills, and a high school diploma or equivalent.
The job is primarily sedentary, with accommodations available for those with disabilities.