Customer Service Representative; Loan Consultant II

Customer Service Representative (Loan Consultant II)

• Location:
  
  Ashtabula, OH 0360

The role of Loan Consultant II is to provide exceptional customer experience while delivering personal loan solutions. This position focuses on building a customer base through sales, loan extensions, and merchant referrals. Success will be measured by creating a superior customer experience, generating business, ensuring compliance, meeting monthly goals, and maintaining accuracy.

• Greet, assist, and solicit individuals entering the office and those calling by phone; receive and process credit and employment verifications, and record information obtained.
• Process payments and distributions, and make recommendations regarding loan approvals.
• Approve loans up to established lending limits and complete loan closings.
• Handle account activities related to collections, including phone calls and face‑to‑face communications with customers.
• Prepare reports, correspondences, transaction documentation, and records; operate cash drawer, process bank deposits, maintain records and balances, and manage branch closing.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

• High School Diploma or GED from an accredited institution.
• 2‑4+ years of consumer finance or related experience.
• Ability to work with minimum supervision.
• Proficient working knowledge of Microsoft Windows, Excel, and Word applications.

Associate’s or Bachelor’s Degree.

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents, including medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance, and an employee assistance program. Optional benefits such as critical care, auto, home, pet insurance, and other ancillary insurance options are also available.

The salary range for this position is competitive and is based on the job duties as well as the specific knowledge, skills, abilities, and experience of the selected candidate. This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.

If you are interested in a fast‑paced, high‑growth, team‑oriented, and positive culture environment, this career can be a good fit.