Customer Service Representative; Loan Consultant II

Job Overview

We’re looking for a Loan Consultant II to provide exceptional customer experience and personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals, and is measured on customer experience, business generation, compliance, 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, 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 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 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.

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

Comprehensive benefits for employees and dependents, including 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.

Competitive salary based on duties, knowledge, skills, abilities, and experience. Eligible for quarterly incentive compensation based on individual and company performance guidelines.

Office environment.