Field & Office Customer Experience Specialist

atlascredit; Palestine (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Atlas Credit Company is a family-owned financial institution focused on helping customers meet their financial needs since 1968. We are seeking a Customer Service Representative to deliver outstanding service, build lasting relationships, and guide customers through loan applications, account management, and collections.

The CSR will work with customers in-office and in the field, participate in outreach, and maintain accurate records while upholding company policies and providing a positive

Qualifications

• 1+ years of customer service or financial services experience (preferred).
• Strong problem-solving, communication, and listening skills.
• Ability to multi-task, prioritise, and manage time efficiently.
• Comfortably making high-volume calls and handling collections professionally.
• Willingness to learn and adapt in a fast-paced environment.
• Must have a valid driver's license, insurance, and a reliable vehicle for fieldwork.

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 and guidelines 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

Communication

Problem-solving

Active listening

Time management

Phone calls

Fieldwork driving

Job description

Atlas Credit Company is a family-owned financial institution focused on helping customers meet their financial needs since 1968. We are seeking a Customer Service Representative to deliver outstanding service, build lasting relationships, and guide customers through loan applications, account management, and collections.

The CSR will work with customers in-office and in the field, participate in outreach, and maintain accurate records while upholding company policies and providing a positive