Customer Service Representative; Loan Consultant II

Customer Service Representative (Loan Consultant II)

We believe the success of our company is attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. We are proud of our team accomplishments and always strive for improvement. Our motto since day one is “Success is the only option.”

Comprehensive benefits package includes medical, dental, vision, 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 and pet insurance and other ancillary options are also available.

Loan Consultant II provides exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extension and merchant referrals. Success is measured by creating customer experience, generating business, 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 closing of 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 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

• Associates or Bachelor's Degree
• Bilingual, Spanish/English

• The salary range for this position is competitive 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.

Office Environment