Customer Service Representative; Loan Consultant

Customer Service Representative (Loan Consultant I)

Join Lendmark Financial Services as a Customer Service Representative (Loan Consultant I). The role focuses on building a customer base through sales, loan extension, and merchant referrals. Success will be measured by creating a superior customer experience, generating business, ensuring compliance, meeting monthly goals, and maintaining accuracy. Our motto since day one has been "Success is the only option."

Lendmark Financial Services offers 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, pet insurance, and other ancillary insurance options.

• Greet, assist, and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, record information obtained.
• Process payments and distributions, make recommendations regarding loan approvals; approve loans up to established limits; complete loan closings.
• Handle account activities related to collections, including phone calls and face‑to‑face communications with customers.
• Prepare reports, correspondences, transaction documentation, and record and file documentation; operate the 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.
• 0–2 years experience in consumer finance or 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 in Spanish/English.

• Salary range competitive 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.

Seniority Level: Entry level.

Employment Type:

Full‑time. Job Function:
Customer Service. Industry: Consumer Services. Work Environment:
Office.