Bilingual Loan Specialist — Customer Growth & Service

Sun Loan Company

San Antonio (TX)

On-site

USD 33,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

Low-deductible medical plans
Telehealth access
On-demand pay
Competitive salary
401(k) with company match
Paid Time Off
Bonus opportunities
Career development and advancement
Formal and comprehensive training

Job summary

Sun Loan Company is seeking a Bilingual Loan Specialist to support the Branch Manager by processing loan applications, verifying documentation, servicing customer accounts, and supporting collection efforts. You will help ensure compliance and minimize risk while delivering excellent customer service.

The role also involves establishing payment arrangements, processing loan modifications, and identifying lending solutions for customers. Occasional overtime and branch coverage may be required.

Qualifications

  • Minimum of 6 months of customer service experience.
  • Minimum of 6 months of sales experience preferred.
  • Experience working in a metrics-driven environment with established performance goals and KPI's is a plus.
  • High school diploma or GED preferred.

Responsibilities

  • Contact customers by phone and mail to collect past-due payments and establish payment arrangements.
  • Identify opportunities to refinance accounts and assist customers in bringing accounts current.
  • Properly close loans by explaining loan terms, conditions, and requirements.
  • Conduct collection activities on delinquent accounts.
  • Utilize company-provided resources to locate past-due customers.
  • Review pending applications and proactively contact prospective customers to ensure timely processing.
  • Promote loan products to former and prospective customers to support branch growth.
  • Offer ancillary products and services, including tax preparation, referral programs, and Car Club memberships (where applicable).
  • Maintain loan files, documentation, and required forms in compliance with company policies and applicable federal and state regulations.
  • Prepare copies of financial and legal documents as requested.
  • Accurately process loan transactions and maintain current customer information within loan management systems.
  • Post customer payments and maintain detailed account records.
  • Process payment extensions and document collection efforts and account activity accurately.

Skills

Customer service
Sales experience
Metrics-driven

Education

High school diploma or GED

Job description

Sun Loan Company is seeking a Bilingual Loan Specialist to support the Branch Manager by processing loan applications, verifying documentation, servicing customer accounts, and supporting collection efforts. You will help ensure compliance and minimize risk while delivering excellent customer service.

The role also involves establishing payment arrangements, processing loan modifications, and identifying lending solutions for customers. Occasional overtime and branch coverage may be required.

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