The Customer Service Representative (CSR) plays a vital role in a consumer finance office, handling customer interactions, loan applications, credit investigations, payments, refinances, and delinquency work. They are responsible for accurately completing forms, maintaining daily cash drawer and bank deposits, and ensuring proper record keeping.
Working under the branch manager, the CSR solicits loans via phone and in person, processes loan applications, posts payments, and manages mail and delinquency notices. They prepare daily deposits, balance cash drawers, and generate reports. Additionally, they contact past due customers and assist with credit inquiries.
Qualifications include prior experience in customer service, collections, or finance, along with computer skills. A high school diploma or equivalent is required. The role is primarily sedentary, with reasonable accommodations available for disabilities.