CSR

Located in Summerville, SC

Salary: $17

Position Overview

We’re seeking a friendly and detail-oriented Customer Service / Loan Operations Representative to support daily branch activities. You’ll play a key part in guiding customers through the application process for personal installment loans and ensuring an efficient, compliant, and professional branch environment.

Location: Summerville, SC
Hours:

• Mon–Tue, Thu–Fri: 8:30 AM–5:30 PM
• Wednesday: 8:30 AM–1:30 PM
  Pay: $17/hr

Key Responsibilities

• Greet and advise customers, assess financial needs, and provide information about loan products and repayment terms.
• Review and assist with loan applications, ensuring required documentation is collected (e.g. government-issued ID, proof of address, pay stubs or income verification).
• Enter customer and loan data accurately into internal systems; maintain comprehensive and organized files.
• Verify eligibility by assessing creditworthiness and eligibility criteria, supporting decision-making.
• Explain loan agreements, fixed-rate payment plans, and repayment schedules.
• Coordinate with branch loan officers for real-time decisions and follow-up tasks.
• Process loan disbursements, track repayment and payments status, and respond promptly to customer inquiries.
• Ensure compliance with company policies and regulatory standards in a financial services environment.
• Provide exceptional customer service, resolving issues and maintaining positive rapport with all visitors.

Qualifications & Skills

• High school diploma or equivalent; additional education or certification in finance or customer service is a plus.
• Previous experience in a financial institution, customer-facing role, or loan-processing position preferred.
• Strong attention to detail and accuracy in data entry and document review.
• Excellent communication and interpersonal skills; ability to explain financial terms clearly.
• Proficiency with office software (MS Office or Google Suite) and willingness to learn proprietary systems.
• Ability to multitask, problem-solve, and maintain professionalism in a fast-paced setting.
• Commitment to ethical standards and protecting sensitive customer information.

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