Customer Service Representative; Loan Consultant II

Customer Service Representative (Loan Consultant II)

At Lendmark Financial Services, we believe success is attributable to the quality of our employees and their commitment to customers. We value each customer and understand that people want to do business with people who care. That difference is why we are proud of our team’s accomplishments and why we strive for continuous improvement. Our motto since day one has been “Success is the only option.”

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 such as critical care, auto, home and pet insurance are also available.

General Summary The role of Loan Consultant II is to provide an exceptional customer experience while delivering personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creating a compelling customer experience, generating business, ensuring compliance, attaining monthly goals and maintaining accuracy.

Major Duties / Responsibilities

• 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, distribute rewards, and recommend 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 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.

Basic Requirements

• High School Diploma or GED from an accredited institution.
• 2–4 years or more 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.

Preferred / Desired Qualifications

• Associate’s or Bachelor’s Degree.
• Bilingual, Spanish / English.

Compensation

• Competitive salary based on job duties and the specific Knowledge, Skills, Abilities and Experience of the selected candidate.
• Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Work Environment

• Office environment.

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