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Personal Loan Specialist
Ref No.: 18-04659
Location: Helena, Montana
Start Date / End Date: 07/16/2018 to 09/14/2018
Purpose of Job: 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. 
Responsibilities include reviewing customer needs and services as well as handling various aspects of 
past due account adjustments. Role success will be based on creation of customer experience, 
generation of business, compliance, attainment of monthly goals, and accuracy. 

Job Functions/Responsibilities: 
· 35% Customer Experience: Greeting, assisting and soliciting individuals entering the office 
and calling by phone; receiving and processing credit and employment verifications, 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. 
Note: Regular attendance resulting in meeting and/or exceeding performance standards required 

Key Competencies: 
· Customer Commitment 
· Core Values & Ethical Conduct 
· Communication Skills 
· Sales Motivation 
· Problem Solving 
· Time Management/Productivity 
Qualification Guidelines: 
· 1+ year sales and/or customer service experience 
· High School Diploma/GED, Bachelor's degree a plus 
· Valid driver's license
Hours per Day 8
Hours per Week 40
Total Hours 360.00