Remote Center Account Sales Specialist

Regional Finance; Plano (TX); On-site; USD 22,000 - 30,000; Full time

Job summary

Regional Finance is seeking a Central Account Sales Specialist to support borrowers remotely and within our branch network footprint. You will present loan solutions, process applications, and deliver exceptional service while meeting daily goals.

This role emphasizes relationship building, proactive communication, and compliance with company policies. Office-based with flexible hours, Monday–Saturday scheduling, and potential overtime.

Qualifications

• High School Diploma or equivalent.
• Outgoing, enthusiastic attitude and strong phone communication skills.
• Experience with Microsoft Office Suite products.
• Data entry proficiency.

Responsibilities

• Present loan solutions to current and potential customers to help them meet financial goals.
• Complete interactions with borrowers electronically or by phone.
• Process and underwrite loan product applications within guidelines and approval authority limits.
• Establish and build customer relationships through delivering exceptional service.
• Utilize account management practices to assist delinquent customers.
• Develop, communicate, and track daily/weekly/monthly goals with management.
• Report, manage, and maintain branch standards on all aspects of delinquency.
• Receive, track, and post all payments and fees to customer accounts in compliance with policy.
• Close loans as directed by manager.

Skills

Data entry proficiency

Phone communication skills

Excellent written and verbal沟通

Education

High School Diploma or Equivalent

Some college coursework completed

Tools

Microsoft Office Suite

Job description

Regional Finance is seeking a Central Account Sales Specialist to support borrowers remotely and within our branch network footprint. You will present loan solutions, process applications, and deliver exceptional service while meeting daily goals.

This role emphasizes relationship building, proactive communication, and compliance with company policies. Office-based with flexible hours, Monday–Saturday scheduling, and potential overtime.