Loan Solutions & Customer Success Specialist

Sun Loan Company; Columbia Township (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

Sun Loan Company is seeking a Loan Specialist to assist the Branch Manager in running a profitable, compliant, and efficient branch. You will process loan applications, verify documents, service customer accounts, and support collections while upholding company policies and regulatory requirements.

Responsibilities include contacting customers to collect past-due payments, setting up payment arrangements, advising on loan refinancings, and promoting loan products to grow the branch.

Qualifications

• 6 months of customer service experience required.
• 6 months of sales experience preferred.
• Experience in a metrics-driven environment with defined KPIs 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.
• Close loans by explaining terms, conditions, and requirements.
• Conduct collection activities on delinquent accounts.
• Use company resources to locate past-due customers.
• Review pending applications and proactively contact prospects to ensure timely processing.
• Promote loan products to support branch growth.
• Offer ancillary products and services (tax prep, referral programs).
• Maintain loan files and required forms in compliance with policies and regulations.
• Prepare copies of financial and legal documents as requested.
• Accurately process loan transactions and maintain customer information in loan systems.
• Post customer payments and maintain detailed account records.
• Document collection efforts and account activity accurately.

Skills

Customer service

Sales

Education

High school diploma or GED

Job description

Sun Loan Company is seeking a Loan Specialist to assist the Branch Manager in running a profitable, compliant, and efficient branch. You will process loan applications, verify documents, service customer accounts, and support collections while upholding company policies and regulatory requirements.

Responsibilities include contacting customers to collect past-due payments, setting up payment arrangements, advising on loan refinancings, and promoting loan products to grow the branch.