Customer Service Representative; Loan Consultant

Job Summary

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 will be measured by the creation of a positive 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, 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 duties and the selected candidate’s knowledge, skills, abilities, and experience. This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office environment. The role offers a fast‑paced, high‑growth, team‑oriented culture.

The company provides a comprehensive benefits package for employees and dependents, including medical, dental, vision, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance, and an employee assistance program. Optional benefits include critical care, auto, home, and pet insurance.