Account Representative:Dual Role-Field
Not Disclosed•Full-TimeOn-site
location_onOn-site
About Island Finance
With over 66 years of service, Island Finance LLC is the largest financial institution in Puerto Rico. We serve more than 70,000 clients through a comprehensive network of 46 branches, a call center, and advanced internet banking services. We are not just a financial institution committed to the future of Puerto Rico; we are a team dedicated to providing the highest quality of service and supporting our community when they need it most.
We are the financial institution of the 21st century, with over five decades of helping you realize your dreams. Our commitment remains unchanged: we are here for you. We foster a positive and dynamic work environment with a team dedicated to offering the best.
About the Role
This position is designed to be the bridge between our financial products and our clients' needs. You will focus on collections, sales, and promoting our financial offerings by providing effective guidance and customer service. Your goal is to retain existing clients and acquire new ones, directly contributing to the achievement of sales and collection targets.
In this role, you will manage collections within your assigned territory by evaluating accounts, conducting field visits, and making manual or automated calls. You will identify the specific needs of clients or prospects to help them select the financial products that best fit their situation and repayment capacity. A key part of your day involves guiding clients nearing the end of their loan term to renew their loans through attractive offers, ensuring retention. You will also visit clients with accounts 30 days or more delinquent to bring them current through payment plans, restructuring, or other loss mitigation alternatives, all while adhering to applicable policies and legislation.
Equal Opportunity
Island Finance is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment for all employees.
Work location
Work model: On-site
On-site
Key Responsibilities
- check_circleEvaluate client credit risk and complete loan application forms and documentation
- check_circleRecord daily visit reports and enter management results into the Oracle system
- check_circleConduct sales activities to promote financial products and retain customers through renewals
Requirements
- verifiedHigh school education equivalent
- verifiedProficiency in Excel, Outlook, and Word
- verifiedKnowledge of credit reports
- verifiedValid driver's license
Similar Job Opportunities
Frequently asked questions about Account Representative:Dual Role-Field at Island Finance
What does a Account Representative:Dual Role-Field at Island Finance do?expand_more
Day-to-day, the Account Representative:Dual Role-Field at Island Finance will evaluate client credit risk and complete loan application forms and documentation; record daily visit reports and enter management results into the oracle system; and conduct sales activities to promote financial products and retain customers through renewals.
What are the requirements for this Account Representative:Dual Role-Field role?expand_more
Island Finance is looking for candidates who meet the following requirements: High school education equivalent; Proficiency in Excel, Outlook, and Word; Knowledge of credit reports; and Valid driver's license.
Where is the Account Representative:Dual Role-Field role at Island Finance located?expand_more
Account Representative:Dual Role-Field at Island Finance is based in On-site. This is a on-site role.
Is this Account Representative:Dual Role-Field job remote, hybrid, or on-site?expand_more
Island Finance has listed this Account Representative:Dual Role-Field role as on-site.
How much experience is required for this Account Representative:Dual Role-Field role?expand_more
Candidates for Account Representative:Dual Role-Field at Island Finance should have mid level.
What skills do you need for the Account Representative:Dual Role-Field role at Island Finance?expand_more
Key skills for Account Representative:Dual Role-Field at Island Finance include Excel; Outlook; Word; Oracle; Auto Discador; Caja Registradora; Máquinas Fotocopiadoras; and Fax.
What category does the Account Representative:Dual Role-Field role belong to?expand_more
Account Representative:Dual Role-Field at Island Finance is part of the accounting & finance job category on Recrutus.
About Island Finance
Island Finance operates as a prominent financial services provider headquartered in San Juan, Puerto Rico. With a history spanning over six decades, the company stands as the largest financial institution on the island. It serves a client base exceeding 70,000 individuals through a diverse portfolio of consumer loans and various financial products. The organization maintains an extensive network of branch locations throughout Puerto Rico, supported by a dedicated call center and an advanced online banking platform accessible via its official website.
The company focuses on delivering high-quality service and supporting the economic future of Puerto Rico. Its operations emphasize a commitment to assisting customers during critical times while fostering a dynamic work environment. Island Finance continues to leverage its long-standing presence to help clients achieve their financial goals, maintaining a consistent track record of service since the mid-20th century. The institution highlights its dedication to customer support and employee engagement as core components of its operational model.
Browse more roles: All Island Finance jobs, accounting & finance jobs on Recrutus.