Customer Service Representative; Loan Consultant
Listed on 2026-07-04
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service -
Finance & Banking
Bank Customer Service
Customer Service Representative (Loan Consultant I)
Lexington KY 0098
Pay information not provided
Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, 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 and other ancillary options.
General SummaryThe Loan Consultant I provides exceptional customer experience while offering personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Success will be based on creating customer experience, generating business, compliance, attaining monthly goals, and accuracy.
Major Duties and Responsibilities- Greet, assist, and solicit individuals entering the office and those 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; 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; 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.
- 0-2 years of consumer finance or related experience.
- Ability to work with minimum supervision.
- Proficient working knowledge of Microsoft Windows, Excel and Word applications.
- Associate's or Bachelor's Degree.
The salary range for this position is competitive, based on the job duties and 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.
Work EnvironmentIf you are interested in a fast-paced, high-growth, team-oriented and great culture environment, you'll enjoy a career with us!
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