Customer Service Representative; Loan Consultant II

Benefits

• Medical, dental, vision benefits
• Paid time off
• Paid holidays
• 401(k)
• Life insurance
• Long-term disability
• Tuition assistance
• Employee assistance program
• Optional critical care, auto, home and pet insurance and other ancillary insurance options

The role of Loan Consultant II is to provide exceptional customer experience and personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals.

• 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 an accredited institution
• 2‑4+ 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

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

Salary range: $22/hr - $24/hr based on job duties and the candidate’s knowledge, skills, abilities, and experience. Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office environment. Highly team‑oriented culture with fast‑paced, high‑growth setting.