Financial Intake Specialist jobs in Montgomery, AL

C
Consumer Loan Specialist
  • CURO Financial Technologies Corp
  • Montgomery, AL FULL_TIME
  • Overview

    We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. The Consumer Loan Specialist assists both new and existing customers in the lending process. This position is a terrific opportunity to start your career and learn about consumer finance! Our team is goal driven and always strives for business growth, increased sales, and controlled delinquency.  

     

    If you are self-motivated, career oriented, and energized by delivering good customer service and hitting sales goals, then check out this opportunity! 

     

    Benefits: 

    • Uncapped monthly bonus opportunities 
    • Medical, dental, and vision insurance effective day 1 
    • 401K with some company match 
    • Paid Time Off 
    • Employee Relief Fund 

     

    Hourly: $15.50-$21.00

    The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average.  The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. 

     

    Hours: Full Time, Monday through Friday, 8:30am to 5:30pm with an occasional evening or Saturday.  

     

    Why you would love to work here: 

    "I started my journey with the company as a Customer Service Representative with the dream of one day moving up within the company. With hard work and the help of great leadership, I was promoted to Branch Manager. I love the ability to help our customers within our community in a fast-paced environment with a company that values their team members and has a great culture that feels like we are all family."   

    -Carrie C., Branch Manager in Tennessee 

     

    Responsibilities

    What you will be doing: 

     

    • Greet and assist every customer in a professional manner 
    • Marketing for new loans to existing and new customers through solicitation calls  
    • Educate and upsell customers on all product offerings including loan options and insurance products 
    • Process loan applications to determine customer eligibility  
    • Work with past due customers to bring their account current through collection calls 

     

    Qualifications

    What you should have: 

     

    • Customer service mindset 
    • Experience with sales and/or customer service 
    • Ability to multitask and effectively manage time 
    • High School diploma or equivalent. 

     

     This employer participates in E-Verify for US-based hires. 

     

    #LI-Onsite 

    #FirstHeritage

     

    EEO Statement

    CURO Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of CURO to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

  • 16 Days Ago

U
Customer Service Sales Specialist
  • UniTrust Financial Group
  • Montgomery, AL FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 4 Days Ago

N
Financial Specialist Assistant (8a-4:30p)
  • NHS MANAGEMENT, LLC
  • Luverne, AL FULL_TIME
  • Working with us means being part of something special: A team that is passionate about making an impact on our patients’ lives each and every day. Unlike the typical hospital setting, our facility off...
  • 17 Days Ago

H
Bilingual Korean Financial Accounting Specialist
  • Hyundai Power Transformers USA
  • Montgomery, AL FULL_TIME
  • The Financial Accounting Specialist will provide accounting support to major financial accounting areas, including analyzing financial records, tax returns, budgets, financial reports and accounting r...
  • 25 Days Ago

H
Bilingual Korean Financial Accounting Specialist (FT)
  • Hyundai Power Transformers USA
  • Montgomery, AL FULL_TIME
  • The Financial Accounting Specialist will provide accounting support to major financial accounting areas, including analyzing financial records, tax returns, budgets, financial reports and accounting r...
  • 24 Days Ago

J
Financial Services Professional
  • Jaja Financial Group
  • Montgomery, AL PART_TIME,CONTRACTOR,FULL_TIME
  • Our firm is seeking a Financial Professional interested in working part-time with the opportunity to create a full-time career. Jaja Financial Group is an independently owned financial service firm de...
  • 6 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Financial Intake Specialist jobs found in Montgomery, AL area

H
20080 - Sr. Finance Analyst II
  • Hyundai Autoever America
  • Montgomery, AL
  • Job Description Job Description 20080 - Sr. Finance Analyst II Purpose: This position would be responsible for providing...
  • 4/23/2024 12:00:00 AM

S
Bilingual Business Funding Advisor
  • Stratice, LLC
  • Montgomery, AL
  • Job Summary: As a Business Funding Advisor, you will play a pivotal role in assisting businesses in securing necessary f...
  • 4/22/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Montgomery, AL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Montgomery, AL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Montgomery, AL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Montgomery, AL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

D
Senior Internal Revenue Agent-Senior Program Analyst (12 month roster) AMENDED
  • Department Of The Treasury
  • Montgomery, AL
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONALDIVISION? A description of the business units can be found at: https:...
  • 4/22/2024 12:00:00 AM

E
Financial Accounting Advisory Services - Finance Managed Services Senior Manager
  • EY
  • Montgomery, AL
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/20/2024 12:00:00 AM

Montgomery is the capital city of the U.S. state of Alabama and the county seat of Montgomery County. Named for Richard Montgomery, it stands beside the Alabama River, on the coastal Plain of the Gulf of Mexico. In the 2010 Census, Montgomery's population was 205,764. It is the second most populous city in Alabama, after Birmingham, and is the 118th most populous in the United States. The Montgomery Metropolitan Statistical Area's population in 2010 was estimated at 374,536; it is the fourth largest in the state and 136th among United States metropolitan areas. The city was incorporated in 18...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$40,884 to $57,442
Montgomery, Alabama area prices
were up 1.3% from a year ago

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023