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Account Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Asheville

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

In this Contract-to-Permanent position, you will play a key role in fostering relationships with clients, evaluating their needs, and offering tailored loan solutions. If you excel in delivering exceptional service and have a strong understanding of financial services, this opportunity is for you.

Job Responsibility:

  • Identify and pursue opportunities to generate new loan business with both new and existing clients
  • assess customer needs to recommend appropriate consumer loans and voluntary product solutions
  • prepare and submit accurate loan applications, proposals, and offers, ensuring timely follow-up with applicants
  • guide potential borrowers through the loan process, addressing their questions and providing clear explanations of loan products
  • take proactive steps to resolve customer concerns and collaborate with management to address challenges related to problem loans

Requirements:

  • Proficiency in using CRM systems and accounting software
  • familiarity with financial functions such as billing and budgeting processes
  • experience with campaign planning and execution
  • strong knowledge of financial services and consumer loan products
  • excellent communication and problem-solving skills to support customer needs effectively
What we offer:
  • Medical insurance
  • vision insurance
  • dental insurance
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 22, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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