Customer Service Representative; Loan Consultant II-CA

Job Summary

The role of Loan Consultant II (CA) is to provide exceptional customer experience while delivering personal loan solutions. This position focuses on building a customer base through sales, loan extension, and merchant referrals.

• 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 collections, including phone calls and face‑to‑face communications with customers.
• Prepare reports, correspondences, and transaction documentation; operate the cash drawer, process bank deposits, maintain records and balances, and complete branch closing procedures.
• 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 experience.
• Strong computer skills; customer service skills.
• Ability to work with minimal supervision.
• Excellent communication skills.
• Proficient working knowledge of Microsoft Windows, Excel, and Word.

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

The salary range for this position is $23.00‑$25.00 per hour, based on the selected candidate’s qualifications.

This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office Environment.