PH FINANCIAL SERVICES LLC · 3 months ago
Part Time Loan Officer
Rhinelander, WI
Part-time
Onsite
New Grad, Entry LevelPH Financial Services LLC is seeking a Part Time Loan Officer who will have a hands-on role in dealing with customers and managing daily operations at the branch. The role involves meeting performance goals, selling financial products, and executing marketing efforts while ensuring compliance with regulations.
Financial Services
Responsibilities
Have a hands-on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations
Meet all performance goals and metrics for the branch as defined by upper management
Help develop, assist, and participate in all marketing and collection efforts
Recommend and sell financial products and other services to customers after training
Build strong relationships with current and potential customers
Aid in executing marketing efforts within the local community to help generate sales and customer growth
Adhere to company policies, procedures and all applicable federal and state regulations
Maintain accurate cash controls and ensure company security procedures are executed
Enter customer and transaction information accurately into the point of sales system
Create and maintain accurate customer files with all required documentation
Perform and document collection calls and any other approved collection activities
Maintain a clean and welcoming customer environment, including vacuuming, dusting, cleaning bathrooms and windows
Qualification
Required
High School diploma or equivalent
Excellent customer service skills (both over the phone and in person)
Attention to details
Passion for sales
Ability to recommend and sell financial products and services
Excellent communication skills
Ability to maintain accurate cash controls
Ability to ensure company security procedures are executed
Ability to enter customer and transaction information accurately into the point of sales system
Ability to create and maintain accurate customer files with all required documentation
Ability to perform and document collection calls and any other approved collection activities
Ability to stand for long periods of time
Ability to lift and carry up to 20 lbs
Ability to operate a computer and point of sale system, calculator, copy machine and utilize employers filing system
Ability to maintain a clean and welcoming customer environment
Preferred
Previous experience in banking/financial industry, food and hospitality, or sales
Benefits
Employee Recognition Programs
Top Sales Rewards
Top Growth Rewards
Top Compliance & Audit Rewards
Top Praise and Review Rewards
Bravo Awards for Above & Beyond Service
Top Collections Rewards
Free Lunch Rewards
Performance Based Annual Reviews and Merit Increase eligibility
Company sponsored events (Shrimp boils, Sporting events, Holiday gatherings)
Mileage reimbursements for work travel.
Access Perks- exclusive membership to daily discounts (travel, restaurants etc.)
Birthday Paid Day
Company
PH FINANCIAL SERVICES LLC
PH FINANCIAL SERVICES financial management company based out of St. Louis, Missouri.
Founded in 2001Fenton, Missouri, US
51-200 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase