The 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 office forms, maintaining the cash drawer, bank deposits, and daily transactions.
Working under the branch manager, the CSR solicits loans via phone and in person, processes payments, inputs loan data, prepares mailings, and manages loan documents. They also handle daily deposits, balance cash drawers, maintain loan reports, and contact past due customers.
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 no special physical demands, with accommodations available for individuals with disabilities.