Customer Service Representative; Loan Consultant II

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that 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 include critical care, auto, home and pet insurance and other ancillary insurance options.

The loan consultant II is responsible for providing exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals. Success is measured by customer experience, business generation, compliance, monthly goal attainment 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+ 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

If you are interested in a fast paced, high growth, team oriented and great culture environment, you’ll enjoy a career with us!