Customer Service Representative; Loan Consultant II

GENERAL SUMMARY

The Loan Consultant II 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, 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 perform 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.
• 0-2 years consumer finance or related experience.
• Cash handling skills.
• 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.

Office Environment.