Customer Service Representative; Loan Consultant II

Lendmark Financial Services is a personal lending company that provides loan solutions to customers underserved by traditional banks.

The company offers a comprehensive benefits package that includes medical, dental, vision, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance, employee assistance program, and optional coverage such as critical care, auto, home, and pet insurance.

The Loan Consultant II is responsible for delivering an exceptional customer experience while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals. Success is measured by customer experience, business generation, compliance, attainment of monthly goals, and accuracy.

• Greet, assist, and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained.
• Process payments, distributions, and make recommendations regarding loan approvals.
• Approve loans up to established lending limits and complete loan closings.
• Handle account activities related to collection accounts, including phone calls and face‑to‑face communications with customers.
• Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances, and close the branch.
• 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
• Cash handling, computer skills, and customer service skills
• Ability to work with minimum supervision
• Excellent communication skills
• Proficient working knowledge of Microsoft Windows, Excel, and Word applications

• Associate’s or Bachelor’s Degree
• Bilingual (Spanish/English)

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

Office Environment