Customer Service Representative; Loan Consultant

Customer Service Representative (Loan Consultant I)

Join to apply for the Customer Service Representative (Loan Consultant I) role at Lendmark Financial Services.

The Loan Consultant I provides exceptional customer experience while offering personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Success is measured by 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, 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 communication with customers.
• 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 accredited institution.
• 0‑2 years experience in consumer finance or related field.
• 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.

• Salary range competitive based on job duties and candidate experience.
• Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office environment.

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