Customer Service Representative (Loan Consultant II)

Lendmark Financial Services • Salisbury, NC

400d • $41,600 - $49,920

About The Position

The Loan Consultant II position at Lendmark Financial Services focuses on providing exceptional customer service while offering personal loan solutions. The 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.

Requirements

• High School Diploma or GED from an accredited institution.
• 2-4 plus years of consumer finance or related experience.
• Cash handling experience.
• Strong computer skills.
• Excellent 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.

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, 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.

Benefits

• Medical, dental, and vision benefits.
• Paid time off and paid holidays.
• 401(k) plan.
• Life insurance.
• Long-term disability insurance.
• Tuition assistance.
• Employee assistance program.
• Optional benefits such as critical care, auto, home, and pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED