Customer Service Representative; Loan Consultant

Customer Service Representative (Loan Consultant I)

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Our mission is to provide outstanding customer experience and personal loan solutions.

• Medical, dental, vision
• Paid time off and holidays
• 401(k)
• Life insurance
• Long‑term disability
• Tuition assistance
• Employee assistance program
• Optional critical care, auto, home and pet insurance and other ancillary options

The Loan Consultant I provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, 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.
• Record information obtained; process payments, distributions, make recommendations regarding loan approvals.
• Approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts.
• 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 an accredited institution.
• 0-2 years consumer finance or related experience.
• Cash handling experience; computer skills; 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, Spanish/English.

• Competitive salary based on job duties, experience, and performance.
• Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office environment.

Entry level

Full-time

Customer Service

Consumer Services