Loans Account Manager & Customer Success

Wallace Finance; Athens (AL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid holidays

Vacation time

Monthly bonuses

Job summary

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and contribute to loan processing and payment activities. The role focuses on helping customers with inquiries, posting payments, and maintaining positive relationships.

Occasional travel may be required as part of branch support in a multi-state network. The position emphasizes friendly communication, timely document handling, and collaboration with management to uphold branch standards and drive growth in the

Qualifications

• Provide quick, friendly customer service in person or by phone to answer questions.
• Prepare loan documents and manage the application process.
• Create and maintain positive customer relationships and monitor loan status.
• Contact customers to help them with overdue payments.
• Partner with management to maintain branch standards and grow the business.

Responsibilities

• Providing 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

Phone support

Job description

Wallace Finance is seeking an Account Manager to deliver outstanding customer service and contribute to loan processing and payment activities. The role focuses on helping customers with inquiries, posting payments, and maintaining positive relationships.

Occasional travel may be required as part of branch support in a multi-state network. The position emphasizes friendly communication, timely document handling, and collaboration with management to uphold branch standards and drive growth in the