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Sr. Specialist I - Loan by Phone, Auto Finance - Houston, TX (Spanish Preferred) (Requires Shift Hours)

Req #: 180001571
Location: Houston, TX, US
Job Category: Customer Service
Job Description:



Chase Direct Auto Finance is committed to being an industry leader by providing differentiated offerings, improving the speed and simplicity of our interactions with our clients and delivering an excellent customer experience.  Our team fulfills on auto applications from retail branches, Loan by Phone, and Internet business channels.


The Loan by Phone Direct Lending Advisor helps customers find and apply for the best type auto loan product. Advisors handle inbound inquiries and make outbound calls related to auto loan applications. Candidates will be responsible for capturing accurate information on auto loan applications and conveying terms and conditions of approvals to consumers. 


Additional responsibilities will include:

  • Working in an environment that requires 100% phone-based customer interaction.
  • Helping customers/bankers/underwriters mitigate verifications necessary to complete loan decisions
  • Following required disclosure statement / scripting. 
  • Escalating issues to supervisor/manager.
  • Rerouting misdirected calls to appropriate departments. 

Basic Qualifications

  • Excellent verbal and written communication skills
  • Prior experience in customer service or sales
  • Proficient data entry skills (mouse and keyboard usage) to launch applications conduct searches and maneuver in a Windows-based environment strongly preferred
  • Detail oriented and exercises good judgment to determine if applicable standards are met.

Preferred Skills:

  • College degree in business/communications or related field
  • Experience in auto finance industry.
  • Knowledge of loan processing a plus
  • Preference given to individuals with knowledge of auto finance products, policies and procedures and fair lending regulations.

Hours: Position could possibly require selected candidate to work 11:00 pm to 8:00 am and/or shifts will vary in support of hours of operations

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