Customer Service Representative; Loan Consultant II

Job Summary

The role of Loan Consultant II is to provide 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, and record information obtained.
• Process payments and 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 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
• 2–4+ years 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

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

The salary range for this position is competitive based on 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.

Office Environment

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, as well as other ancillary insurance options.