Bilingual Customer Service Specialist - 193

Colonial Group; Corpus Christi (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Colonial Group is seeking a Bilingual Customer Service Specialist to support loan processing and regulatory compliance. The role focuses on accurate application processing, document verification, and keeping systems up to date.

You will contact customers for payment arrangements, facilitate extensions and modifications, and handle office operations in the manager's absence, ensuring efficiency and compliance across the branch.

Qualifications

• 1 year Customer Service experience in any field.
• 6 months Collections experience, a plus
• High School/GED preferred
• Must be bilingual in Spanish speaking
• Proficiency in operating systems (Windows, MacOS, Linux) and common software applications (Microsoft Office, Google Workspace).
• Demonstrates a positive attitude, strong work ethic, and a collaborative approach.
• Excels in building and maintaining strong customer relationships, with excellent communication and persuasive skills.
• Strong organizational skills and ability to manage multiple tasks and meet deadlines.
• Proficient in basic math and data analysis.

Responsibilities

• Persuade customers to pay the amount due or arrange payment via phone or mail.
• Close loans by explaining all loan requirements.
• Make collection calls on overdue accounts.
• Use location services to locate past due customers.
• Ensure accurate processing of applications and timely updates of customer information.
• Sell ancillary products where applicable to drive growth.
• Maintain loan documents per company guidelines and regulatory rules.
• Enter payments into loan management software and update notes.
• Oversee office operations in the manager's absence to maintain continuity.

Skills

Customer service

Collections

Bilingual Spanish

Communication

Detail oriented

Education

High School/GED

Tools

Windows

MacOS

Linux

Microsoft Office

Google Workspace

Job description

As a Bilingual Customer Service Specialist 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 Bilingual Customer Service 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
• Must be bilingual in Spanish speaking
• 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.