Bilingual Customer Service Loan Specialist - 372

Colonial Group; Arlington (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Colonial Group in Arlington, TX is seeking a bilingual Customer Service Loan Specialist to support the branch manager by processing loan applications, assembling documents, and ensuring regulatory compliance.

You will handle payments, extensions, and ongoing customer relationships, requiring strong communication, organization, and basic math to drive accuracy and growth.

Qualifications

• 1 year Customer Service experience in any field.
• 6 months Collections experience, a plus.
• High School/GED preferred.
• Proficiency in Windows, macOS, Linux and Microsoft Office Suite; Google Workspace.
• Strong communication, active listening, and persuasive sales skills.
• Excellent organizational skills and multitasking ability.
• Strong basic math skills for data analysis and calculations.

Responsibilities

• Process loan applications accurately and assemble Verifications.
• Contact customers regarding payment arrangements and extensions.
• Close loans by explaining requirements and facilitating documentation.
• Execute collection calls on overdue accounts.
• Enter payments into loan management software and maintain records.
• Maintain loan documents per company guidelines and regulatory law.
• Sell ancillary products where applicable.
• In manager's absence, assist to maintain office operations.

Skills

Customer Service

Collections

OS proficiency

Positive attitude

Communication

Organization

Math skills

Education

High School/GED

Tools

Microsoft Office

Google Workspace

Job description

As a Bilingual Customer Service LoanSpecialist, this position supports the branch manager in maintaining a profitable and well-managed office by ensuring efficient administration and compliance in loan processing. This role includes accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance. By diligently following organizational and regulatory guidelines, the Loan Specialist helps mitigate risk and avoid potential losses.

Responsibilities also include contacting customers regarding payment arrangements, facilitating loan extensions and modifications, and handling pay schedules as needed. In the manager's absence, this role oversees office operations to maintain continuity and productivity.

Job duties include:

• Attempts to persuade customers to pay the amount due or arrange for payment via phone, or mail. Identifies solutions for customers to refinance accounts and bring accounts current.
• Properly closes loans by ensuring all loan requirements are explained.
• Execute collection calls on overdue accounts.
• Uses company provided location services to locate past due customers.
• Ensures accurate and timely processing of applications by regularly reviewing pending applications and contacting prospective customers.
• Ensures continual account growth by selling loans to former and prospective customers.
• Sells ancillary products including taxes, referrals and car club (where applicable).
• Maintains all necessary forms and loan documents for accounts in accordance with company guidelines, federal and state law.
• Prepares copies of financial and legal documents as requested.
• Ensures accurate and timely processing of loans by providing accurate computer input and keeping customer information up to date.
• Enters payments into loan management software.
• Accommodates for payment extensions and properly maintains collection notes on account screens.

Requirements:

• 1 year Customer Service experience in any field
• 6 months Collections experience, a plus
• High School/GED preferred
• Proficiency in operating systems (e.g., Windows, macOS, Linux) and common software applications (e.g., Microsoft Office Suite, Google Workspace), with experience in software installation, configuration, and troubleshooting.
• Demonstrates a positive attitude, strong work ethic, and a collaborative approach, contributing to a respectful and productive work environment.
• Excels in building and maintaining strong customer relationships, demonstrating excellent communication, active listening, and persuasive sales techniques to drive customer satisfaction and business growth.
• Strong organizational skills, with the ability to manage multiple tasks efficiently, prioritize responsibilities, and meet deadlines while maintaining attention to detail.
• Proficient in basic math skills, including addition, subtraction, multiplication, and division, with the ability to apply these skills to analyze data and perform calculations accurately.