Junior Auto Finance Specialist

The Jr Auto Finance Specialist will work directly with members, presenting loan products and delivering high-quality service in a dynamic call center environment.

Requirements

• Understand that success is built on member satisfaction and devote himself/herself to guarantee satisfaction of members.
• Field and address inbound calls with urgency regarding loan applications, providing essential support and information to facilitate a smooth and efficient application process.
• Assist in the processing of loan applications, including collecting and verifying applicant information, vehicle details, and necessary documentation.
• Collect and upload documentation related to the application to include purchase orders, titles, proof of insurance, proof of income, CarFax reports, and proof of identification.
• Determine member needs by asking questions and listening to responses; Proactively discuss and refer additional products to internal partners.
• Meet established monthly objectives.
• Conduct outbound calls on a pipeline of approved applications to expedite the funding process and ensure timely loan closures.
• Work with Auto Finance Coordinator to ensure timely and accurate execution of loan processing.
• Work collaboratively with internal and external partners.
• Review declined applications for opportunities to overturn decision and present to Lending Management when there is merit in moving a deal forward.