Loan Services & Customer Success Specialist

Appone; Poplar Bluff (MO); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Monthly bonus opportunities

Job summary

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and handle loan-related processes at our Missouri branch. You will interact with customers in person or by phone, manage loan documents, and monitor loan status to ensure smooth operations.

The role requires strong communication, a customer-focused mindset, and the ability to follow through on overdue payments while contributing to branch performance and growth.

Qualifications

• Experience in delivering quick and friendly customer service in person or by phone.
• Ability to prepare loan documents and manage the application process.
• Strong communication to maintain positive customer relationships and monitor loan status.
• Proactive follow-up with customers to resolve overdue payments.

Responsibilities

• Provide quick and friendly customer service either in person or over the phone to assist with questions, or taking and posting loan payments
• Preparing loan documents and managing the application process
• Creating and maintaining positive customer relationships and keeping in contact with our customers regarding their loan status
• Contacting customers to help them get back on track if they have overdue payments
• Partnering with Management to maintain branch operating standards and grow the business

Skills

Customer service

Sales experience

Communication skills

Phone handling

Tools

Loan processing software

Job description

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and handle loan-related processes at our Missouri branch. You will interact with customers in person or by phone, manage loan documents, and monitor loan status to ensure smooth operations.

The role requires strong communication, a customer-focused mindset, and the ability to follow through on overdue payments while contributing to branch performance and growth.