Remote Personal Loan Solutions Specialist

Regional Finance; Plano (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Regional Finance in Plano, TX is seeking a Central Account Sales Specialist to complement our branch network and digital strategy. You will work borrowers remotely and help them achieve their financial goals through loan solutions.

This role emphasizes customer service, accurate data entry, and professional communication by phone or electronically. You will process applications, manage payments, and support delinquency tracking.

Qualifications

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

Responsibilities

• Present loan solutions to borrowers to help meet financial goals.
• Complete interactions with borrowers electronically or by phone.
• Process and underwrite loan product applications within guidelines.
• Establish and build customer relationships through exceptional service.
• Receive, track, and post payments to customer accounts per policy.
• Close loans as directed by manager.
• Work with management to develop and track daily/weekly/monthly goals.

Skills

Data entry proficiency

Microsoft Office Suite

Phone communication skills

Customer service

Education

High School Diploma or Equivalent

Job description

Regional Finance in Plano, TX is seeking a Central Account Sales Specialist to complement our branch network and digital strategy. You will work borrowers remotely and help them achieve their financial goals through loan solutions.

This role emphasizes customer service, accurate data entry, and professional communication by phone or electronically. You will process applications, manage payments, and support delinquency tracking.