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Customer Service Representative; Loan Consultant II

Job in Bellingham, Whatcom County, Washington, 98227, USA
Listing for: Lendmark Financial Services LLC
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Sales, Banking Operations
Salary/Wage Range or Industry Benchmark: 20 - 24 USD Hourly USD 20.00 24.00 HOUR
Job Description & How to Apply Below
Position: Customer Service Representative (Loan Consultant II)

GENERAL SUMMARY

The Loan Consultant II provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

MAJOR DUTIES / RESPONSIBILITIES
  • 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, make recommendations regarding loan approvals; approve loans up to established lending limits, 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 closing of the branch.
  • Actively market all branch products and services to individuals.
  • Perform all other duties as assigned by management.
BASIC REQUIREMENTS
  • High School Diploma or GED from accredited institution
  • 2-4 plus years consumer finance or related experience
  • Cash handling; computer skills; customer service skills
  • Ability to work with minimum supervision
  • Excellent communication skills
  • Proficient working knowledge of Microsoft Windows, Excel and Word Applications
PREFERRED/DESIRED QUALIFICATIONS
  • Associates or Bachelor’s Degree
  • Bilingual, Spanish/English
COMPENSATION

This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines. The salary range for this position is $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.

WORK ENVIRONMENT

Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you ll enjoy a career with us!

Since 1996, with over 25 years of personalized lending, Lendmark Financial Services has been serving the personal lending needs of customers underserved by traditional banks. Today, with over 500 branches in 24 states from coast to coast, Lendmark continues to grow with superior, reliable and consistent financial services that make a difference in people’s lives.

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