Field & In-Office CSR - Financial Solutions

atlascredit; Temple (TX); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Atlas Credit Company is seeking a Customer Service Representative to deliver outstanding support, assist with loan applications, and manage accounts.

The role involves in-office and field visits, training, and building relationships with customers to provide personalized financial solutions.

Qualifications

• 1+ years of customer service or financial services experience preferred.
• Strong problem-solving and communication skills.
• Ability to multi-task, prioritize, and manage time efficiently.
• Comfort with high-volume calls and professional handling of collections.

Responsibilities

• Build strong relationships with customers through trust and open communication.
• Assist customers with financial solutions, loan applications, and account management.
• Conduct field visits to assist customers with payments when needed.
• Handle customer inquiries, resolve concerns, and provide exceptional service.
• Maintain accurate records of customer interactions and transactions.
• Follow company policies for collections and customer engagement.
• Conduct outreach efforts to grow the customer base and market financial services.
• Manage incoming and outgoing calls to ensure timely communication.
• Ensure cash handling accuracy and office security.

Skills

Customer service

Financial services

Communication

Problem solving

Time management

Education

High school diploma or equivalent

Tools

CRM software

Job description

Join the Atlas Credit Family!

Atlas Credit Company is a family-owned and operated financial institution dedicated to helping millions of customers meet their financial needs. Since 1968, we have provided over $3 billion in financial assistance, guided by our core values ofcommunity and family. We are committed totransparency, responsibility, and exceptional customer service, ensuring that both our employees and customers feel valued and respected. If you are looking for arewarding career in a team-driven environment where you can make a real difference, we invite you to apply for our Customer Service Representative (CSR) position!

Position Overview:

We are seeking a customer-focused, empathetic, and motivated individual to join our team as a Customer Service Representative (CSR). In this role, you will deliver outstanding customer experiences, build lasting relationships, and providepersonalized financial solutions.

As a CSR, you will engage with customers both in-office and in the field, ensuring they receive the support they need. This includes assisting withloan applications, account management, collections, and customer inquiries. We provide thorough training on field processes and customer interaction best practices to set you up for success.

Key Responsibilities:

·Build strong relationships with customers throughtrust and open communication.

·Assist customerswith financial solutions, loan applications, and account management.

·Conductfield visitsto assist customers with payments when needed.

·Handle customer inquiries, resolve concerns, and provideexceptional service.

·Maintainaccurate recordsof customer interactions and transactions.

·Followcompany policies and guidelinesfor collections and customer engagement.

·Conductoutreach effortsto grow the customer base and market financial services.

·Manage incoming and outgoing calls to ensure timely communication.

·Ensurecash handling accuracy and office security.

What We’re Looking For:

·1+ years of customer service or financial services experience(preferred).

·Strongproblem-solving, communication, and listening skills.

·Ability tomulti-task, prioritize, and manage time efficiently.

·Comfortably makinghigh-volume callsand handling collections professionally.

·Willingness tolearn and adaptin a fast-paced environment.

·Must have avalid driver’s license, insurance, and a reliable vehiclefor fieldwork.

Bilingual Plus!

English Required!

Why Join Atlas Credit?

We offer acompetitive salary,comprehensive benefits, andgrowth opportunitieswithin our company. Our benefits package includes:

·Group Health Insurance Plans

·Optional Dental & Vision Coverage

·Paid Vacation & Sick Time

·Paid Major Holidays

·401(k) Plan with Employer Matching

·Performance Bonuses

·Career Advancement Opportunities

Schedule & Work Environment:

8-hour shifts
– Monday to Friday

Weekends as needed

If you are passionate abouthelping people, problem-solving, and building relationships, we’d love to hear from you!
Apply todayand become a part of a company that values its employees and customers alike.We look forward to welcoming you to the
Atlas Credit team!