Accounting & Finance

Personal Loan Specialist Contract

Our client is looking to add a Personal Loan Specialist to their organization. The purpose of this role is to create an exceptional customer experience while providing personal loan solutions.This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience,generation of business, compliance, attainment of monthly goals, and accuracy.


  • 35% Customer Experience: Greeting, assisting and soliciting individuals entering the office and calling by phone; receiving and processing credit and employment verification, and recording information obtained; processing payments, distributions, and insurance products at the direction of a licensed agent; handling account activities related to collection accounts,including phone calls and face to face communications with customers.


  • 30% Branch Support: Preparing reports, correspondences, transaction documentation, and recording and filing documentation; operates cash drawer, processes bank deposits, maintains records and balances.


  • 30% Business Development: Actively markets and sells all branch products and services to individuals and merchants. Merchant and bank visits required.


  • 5% Perform all other duties as assigned by management.


  • Customer Commitment
  • Core Values & Ethical Conduct
  • Communication Skills
  • Sales Motivation
  • Problem Solving
  • Time Management/Productivity
  • 1+ year sales and/or customer service experience
  • High School Diploma/GED
  • Bachelor’s degree a plus
  • Valid driver’s license

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Job Overview

  • City: Englewood
  • State: Colorado
  • Area: Accounting & Finance
  • Experience: Entry Level
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Charbel Estephan
Associate Recruiter

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