Consumer Lending Branch Auditor jobs in Santa Cruz, CA

Consumer Lending Branch Auditor reviews the consumer loan materials and data to ensure accuracy and compliance with company guidelines and policies as well as state and/or federal statutes within one branch. Makes recommendation to improve procedures and other improper documentations accordingly. Being a Consumer Lending Branch Auditor may require a bachelor's degree in area of specialty or in a related area. Typically reports to a manager or head of a unit/department. To be a Consumer Lending Branch Auditor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Bilingual Consumer Lending Sales Specialist, Full-Time
  • Advance America
  • Santa Cruz, CA FULL_TIME
  • JOB SUMMARY

    The Consumer Lending sales Specialist (CLSS) position is a performance based, hands-on, customer-focused role that is responsible for delivering results related to individual and branch sales goals as well as customer expectations. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices. This position is responsible to perform an active role in meeting all performance goals and metrics for the center as defined by management. In order to do so, this position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. This position is responsible to develop, assist, and participate in all marketing and collection efforts, both internally and externally.

    JOB RESPONSIBILITIES

    Customer Service, Sales, Marketing & Customer Acquisition: Actively assist in meeting the center’s performance metrics as defined by management. Utilize sales tools to provide an exceptional customer experience and to use sales and marketing techniques inside and outside of the branch to ensure the branch is the customer acquisition engine that drives new customer growth into storefront and online channels. Be responsible for day-to-day servicing of an ever-growing consumer loan portfolio. Present financial solutions, based on customer needs that meet their goals. Develop new relationships and maintain existing relationships while working with customers throughout the loan process and loan life cycle. Educate customers on the terms and conditions of their loans to ensure a clear understanding of the products they have selected. Effectively build trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, core values and our company’s purpose. Deploy marketing efforts in the community to generate sales and customer growth, and track marketing efforts as required.

    Operations, Compliance, & Collections: Assist in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to center performance. Adhere to the Company’s policies, procedures, Creed, and to all applicable state and federal regulations. Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards. Enter customer and transaction information accurately into the point of sales system, and create and maintain accurate customer files with all required documentation. Perform and document collection calls, field visits, and any other approved collection activities. Complete other duties as assigned.

    Team & Leadership: Work closely with and support others in a positive, team environment to enhance the customer experience.

    JOB AUTHORITY

    Supervision Exercised: None

    Level of Supervision Received: Daily Direction

    Responsibility / Authority

    (A) Relationships: Field and Corporate employees as well as Customers

    (B) Equipment: Computer, printer, fax machine, phone, and other typical office equipment

    (C) Money: Will work with cash.

    Page 2 of 2 Confidential

    Advance America reserves the right to modify, change, or apply this job description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is NOT an employment contract, implied or otherwise. The employment relationship remains “at will”. These job requirements are subject to change to reasonably accommodate qualified individuals. JOB REQUIREMENTS

    Equivalent Education Level Required: High School Diploma or equivalent required; some college preferred.

    Experience Required: Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.

    Knowledge Required: Strong math skills, including the ability to count cash; professional verbal communication by phone and in person; ability to read, write, evaluate, and apply complex and detailed information; may work alone; ability to interact professionally and exhibit appropriate social skills; ability to negotiate payment terms and effectively communicate loan requirements; ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees; ability to use computer programs required to process customer transactions; ability to maintain composure in stressful situations; ability to follow procedures in the normal course of business and in stressful situations; ability to develop and maintain business relationships.

    Physical Requirements: Standing for long periods of time; sitting occasionally; walking, including extended distances; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division; exposure to outdoors limited to elements that the ordinary person would be exposed to at that time; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals); use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any center within the division (distance varies by division)

    Travel: Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within division for marketing, collections, staffing, special events, and banking responsibilities.

    Attire: The Company offers employees the option of wearing, polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.

    Other: Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check, MVR, credit check if required by state law, reference check, and drug test. Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required.

    Job Type: Full-time

    Pay: $17.00 - $18.50 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Parental leave
    • Pet insurance
    • Referral program
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • Day shift

    License/Certification:

    • Driver's License (Required)

    Ability to Relocate:

    • Santa Cruz, CA 95060: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Bilingual Consumer Lending Sales Specialist - Full Time
  • Advance America
  • Santa Cruz, CA FULL_TIME
  • Address: 420 River Street, Ste. B, Santa Cruz, California, United States - 95060 Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit prod...
  • 12 Days Ago

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Night Auditor
  • Best Western Plus Scotts Valley
  • Scotts, CA FULL_TIME
  • Job Summary The Night Auditor is responsible for the preparation and disposition of all Night Audit work. Responsible for the front desk operation during the overnight shift (Typically 11pm-7am). Prim...
  • Just Posted

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Branch Office Administrator
  • Edward Jones
  • Soquel, CA FULL_TIME
  • At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have loca...
  • 3 Days Ago

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Front Desk Agent/Night Auditor
  • Aspromonte Hospitality
  • Watsonville, CA PART_TIME
  • The Best Western Rose Garden Inn in Watsonville is looking to hire a talented, self-motivated, and responsible team member to take on the role of overnight auditor at our property. The auditor is resp...
  • 1 Day Ago

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Front Desk Agent and Night Auditor
  • Casablanca Inn and Bay Front Inn Santa Cruz
  • Santa Cruz, CA FULL_TIME,TEMPORARY,OTHER,PART_TIME
  • Job Summary:We are seeking a highly motivated and customer-oriented individual to join our team as a Front Desk Clerk/Night Auditor. As the first point of contact for our guests, you will play a cruci...
  • 3 Days Ago

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0 Consumer Lending Branch Auditor jobs found in Santa Cruz, CA area

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Area General Manager
  • Culligan by Water Co
  • Santa Clara, CA
  • Job Description Job Description Culligan is currently seeking an Area General Manager who will be responsible for achiev...
  • 3/29/2024 12:00:00 AM

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Supervisory Physical Scientist or Geographer (Deputy Center Director)
  • Geological Survey
  • Santa Cruz, CA
  • Summary What General Information Do I Need To Know About This Position? This is an interdisciplinary position and may be...
  • 3/29/2024 12:00:00 AM

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Associate Branch Manager
  • Sperbercompanies
  • San Jose, CA
  • **Associate Branch Manager** **Job Summary** **Position Summary** : The primary role of the Associate Branch Manager (AB...
  • 3/28/2024 12:00:00 AM

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Branch Manager - FT 40hrs San Jose, CA San Jose Main branch
  • BNP Paribas Bank NV
  • San Jose, CA
  • **Location** What youll do: As part of Bank of the West, youll be making a positive impact on the environment, your comm...
  • 3/28/2024 12:00:00 AM

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Branch Manager SAFE Act - San Jose Branch
  • Transmission & Distribution World
  • San Jose, CA
  • **Branch Manager SAFE Act - San Jose Branch** Citigroup San Jose , CA 95115 The Branch Manager SAFE Act is an intermedia...
  • 3/27/2024 12:00:00 AM

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Branch Manager SAFE Act - San Jose Alum Rock Branch
  • Transmission & Distribution World
  • San Jose, CA
  • **Branch Manager SAFE Act - San Jose Alum Rock Branch** Citigroup San Jose , CA 95115 The Branch Manager SAFE Act is an ...
  • 3/27/2024 12:00:00 AM

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Branch Manager
  • SRS Distribution Inc
  • San Jose, CA
  • Branch Manager page is loaded **Branch Manager** **Branch Manager** locationsSan Jose, CA time typeFull time posted onPo...
  • 3/27/2024 12:00:00 AM

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Branch Manager-Climate Control
  • Sunbelt Rentals
  • South San Francisco, CA
  • Location: Location: Branch Manager-Climate Control in South San Francisco, CA at Sunbelt Rentals **Location:** **Experie...
  • 3/27/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Consumer Lending Branch Auditor jobs
$67,291 to $86,942
Santa Cruz, California area prices
were up 2.5% from a year ago

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