Customer Service Representative (Loan Consultant II

Position

Loan Consultant II

Provide exceptional customer experience while delivering personal loan solutions. Focus on building a customer base through sales, loan extension, 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.
• Process credit and employment verifications, record obtained information.
• Receive and 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, and transaction documentation; maintain records and balances and close the branch.
• Actively market branch products and services to individuals.
• Perform all other duties as assigned by management.

• High School Diploma or GED from a accredited institution.
• 2‑4+ years experience in consumer finance or a related field.
• Cash handling, computer, and customer‑service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient working knowledge of Microsoft Windows, Excel, and Word.

• Associate’s or Bachelor’s Degree.
• Bilingual, Spanish/English.

Hourly rate $22/hr – $24/hr based on duties and experience. Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Medical, dental, vision, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance, and employee assistance program. Optional benefits include critical care, auto, home, pet insurance, and other ancillary insurance options.

Office environment. Fast‑paced, high‑growth, team‑oriented culture.