Customer Service Representative; Loan Consultant II

General Summary

Loan Consultant II – provide exceptional customer experience while offering personal loan solutions. Focus 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, 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, and 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.

Salary: $22/hr – $24/hr, based on selected candidate’s experience and performance.

Eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

Benefits include:

• Medical, dental, vision.
• Paid time off, paid holidays.
• 401(k), life insurance, long-term disability.
• Tuition assistance, employee assistance program.
• Optional benefits: critical care, auto, home, and pet insurance, and other ancillary options.

Office environment.