Customer Service / Loan Funding Representative (Bilingual - Spanish)

Job Summary

The Customer Service / Loan Funding Representative supports finance and lending operations by funding approved loans and managing customer communications related to accounts and payments. This role requires strong attention to detail, professionalism, and the ability to communicate effectively in both English and Spanish. Prior experience in a lending or financial services environment is preferred, along with familiarity with loan servicing systems.

Key Responsibilities

• Accurately and efficiently fund approved customer loans in accordance with established procedures
• Handle inbound and outbound customer calls related to loan accounts, payments, and general inquiries
• Provide clear, professional customer service in both English and Spanish
• Update, maintain, and review customer account records within the loan servicing system
• Assist with payment follow‑ups, account status inquiries, and basic issue resolution
• Ensure all customer interactions and records are handled with strict confidentiality
• Comply with internal policies, regulatory requirements, and data security standards

Requirements

• Fluent in both Spanish and English (required)
• Prior experience in customer service, finance, or a lending environment
• Familiarity with loan servicing or account management systems (MegaSys or similar preferred)
• Strong verbal and written communication skills
• Highly organized with strong attention to detail and accuracy
• Dependable, professional, and comfortable working in a structured, on‑site office environment

Work Environment

• On‑site position
• Office setting
• Standard business hours, typically Monday through Friday, 9:00 AM - 5:00 PM