Customer Service Representative (Loan Consultant I) 1-Month Assignment
$39,520 - $43,680/Yr
Lendmark Financial Services - Evans, CO
posted about 1 month ago
Full-time - Entry Level
Evans, CO
1-10 employees
Credit Intermediation and Related Activities
About the position
The Loan Consultant I at Lendmark Financial Services is responsible for providing exceptional customer service while facilitating personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success measured by customer experience, business generation, compliance, and goal attainment.
Responsibilities
- 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 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.
Requirements
- High School Diploma or GED from an accredited institution
- 0-2 years of consumer finance or related experience
- Cash handling experience
- Computer skills
- Customer service skills
- Ability to work with minimum supervision
- Excellent communication skills
- Proficient working knowledge of Microsoft Windows, Excel, and Word applications.
Nice-to-haves
- Associates or Bachelor's Degree
- Bilingual, Spanish/English
Benefits
- Paid holidays
- Disability insurance
- Health insurance
- Dental insurance
- 401(k)
- Tuition reimbursement
- Paid time off
- Employee assistance program
- Vision insurance
- Life insurance
- Pet insurance
