Job Description:
This job is responsible for handling auto loan requests through the telephone and ensuring exceptional client service by identifying client needs while providing clear and specific next steps. Key responsibilities include overseeing the loan process from origination to closing, ensuring compliance with all regulations. Job expectations include reviewing existing client relationships by using various internal systems when required.
Responsibilities:
Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications
Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC) regulations by using various authentication tools to avoid fraudulent activity and high risk transactions
Oversees the loan process from start to finish by guiding clients through each step and quickly identifying and dispositioning scenarios to provide advanced problem resolutions
Handles situations which may require adaptation of response or extensive research according to the client's response
Identifies and engages internal bank partners as necessary on collaborative solutions
Uses computerized system for tracking information gathering and follow-up of assigned clients
Provides technical and sales training to associates
Skills:
Active Listening
Attention to Detail
Customer and Client Focus
Oral Communications
Account Management
Adaptability
Client Experience Branding
Loan Structuring
Pipeline Management
Data Collection and Entry
Emotional Intelligence
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Required qualifications
• 1+ years of call center experience or equivalent
• Excellent verbal and written communication skills
• General computer skills
• Strong typing skills.
Desired qualifications
• Bank-related automotive financing