Central Account Sales Specialist

Posted 4 Days Ago
Be an Early Applicant
Plano, TX
Entry level
Financial Services
The Role
The Central Account Sales Specialist facilitates consumer loan products through digital interactions, helping borrowers achieve financial goals. Responsibilities include processing loan applications, managing customer relationships, closing loans, and reporting on delinquency standards. The specialist will work flexible hours to meet digital volume needs and must demonstrate strong customer service skills.
Summary Generated by Built In

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.

For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you’ll consider us for future career opportunities.

If you are looking to make a meaningful impact in people’s lives by bringing a personal touch to finances, join our team today!

Job purpose

The objective of the Central Account Sales and Support Center is to complement our branch based community lending model as well as support our end to end digital strategy. The Center Account Sales Specialist will work borrowers remotely - both within and outside our normal branch network footprint. 

Duties and responsibilities

  • The Central Account Sales Specialist will be a subject matter expert in Regional Finance personal loan product offerings and will use their knowledge to present loan solutions to current and potential customers that 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.

  • Hours may be staggered to meet needs of digital volume. Schedules can be flexible based on the needs of the employee and the branch but will generally be Monday-Saturday 8AM-9PM.

Minimum Qualifications

  • High School Diploma or Equivalent.

  • Outgoing, enthusiastic attitude and strong phone communication skills.

  • Experience with Microsoft Office Suite products.

  • 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.

If you are a job applicant who resides 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

#RGNL

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.

The Company
HQ: Greer, SC
872 Employees
On-site Workplace
Year Founded: 1987

What We Do

Regional Finance is one of the leading consumer finance installment loan companies in the United States. Founded in 1987, Regional has grown into a strong, trusted company that puts our customers first, and continues to provide our customers with not only a range of loans and financial products, but also the highest quality customer service. We believe that no one else works as hard as we do to earn and keep our customers business. We are proud of our hard working employees who are the reason for our success. As an employee with Regional, you will find that you are an essential part of what creates the bigger picture. Not only do we want to the best for our customer, but we also strive to help in the advancement of our employee’s careers. Thus there are many opportunities for advancement within our company. We are currently looking for hard working, diligent individuals who truly believe in our mission, and hope to better the lives of the individuals we serve. We invite you to apply for our open positions. We continue to operate our headquarters in Greer, South Carolina and now serve more than 350,000 customers through 350+ branch offices located in 14 states.

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