Central Account Sales Specialist

Job Purpose

The Central Account Sales and Support Center complements our branch-based community lending model and supports our end-to-end digital strategy. The Center Account Sales Specialist works borrowers remotely, both within and outside our normal branch network footprint.

Duties and Responsibilities

• Present loan solutions to current and potential customers to help them achieve their 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 Regional Finance’s account management practices to assist delinquent customers.
• Work with management to develop, communicate, and track daily/weekly/monthly goals.
• 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 Company Policy.
• Close loans as directed by manager.
• Schedules can be flexible based on the needs of the employee and the branch but will generally be Monday-Saturday 8AM-9PM.

Minimum Qualifications

• A High School Diploma or Equivalent.
• An outgoing, enthusiastic attitude and strong phone communication skills.
• Data entry proficiency.
• Must pass drug screen, criminal and credit background checks.

Preferred Qualifications

• Some college coursework completed.
• Consumer finance experience with exposure to sales and collections.
• Some leadership experience.
• Familiarity with Consumer Credit and/or underwriting experience.

Critical Competencies

• Demonstrated passion for customer service.
• Excellent written and verbal communication skills.
• Customer service-minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
• Thrives in a pay-for-performance atmosphere.
• Proven ability to multi-task.
• High degree of integrity.
• Confidence.
• Sales mentality.
• Adaptable to an ever-changing environment.

Working Conditions

This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.

Working Conditions (California Residents)

If you reside in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf

#GRWIND Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional’s policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.