Annuities Customer Service Representative jobs in Mcallen, TX

CSR

For a small loan company based in Texas. The company was started in July of 1994 and has grown to 2 locations in Texas. In addition to offering unsecured, personal loans, the company also does Income Tax services.

Job Purpose:

To respond to customer’s personal financial needs and maintain a professional and courteous relationship while also satisfying company requirements.

Duties:

• Opens customer accounts by taking and processing loan applications and recording account information.
• Maintains customer records by updating account information and taking payments.
• Recommends potential services to management by collecting customer information and analyzing customer needs.
• Prepares service reports by collecting and analyzing customer information.
• Contributes to team effort by accomplishing related results as needed.
• Follows policy and procedures to insure company profitability.
• Initiates customer contact via telephone, text, email, or in person in order to maintain an open dialogue of communication.
• Field collections and skip tracing when needed.
• Growth work, which includes advertising and outside interactions.
• Any requested, legal activity that benefits the company.

Skills/Qualifications:

Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, bilingual, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information , Multi-tasking.

Job Type: Full-time

Pay: $11.00 - $13.00 per hour

Benefits:

• Health insurance
• Paid time off

Experience level:

• 1 year

Shift:

• 8 hour shift

Work setting:

• In-person

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Required)

Language:

• Spanish (Required)

License/Certification:

• Driver's License (Required)

Work Location: In person