Customer Service Representative (Loan Consultant II)

Lendmark Financial Services-posted 7 months ago
$20 - $24/Yr
Full-time • Entry Level
Newnan, GA
Credit Intermediation and Related Activities
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The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of 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, 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 accredited institution.
  • 2-4 plus years 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 Applications.
  • Associates or Bachelor's Degree.
  • Bilingual, Spanish/English.
  • Medical benefits.
  • Dental benefits.
  • Vision benefits.
  • Paid time off.
  • Paid holidays.
  • 401(k).
  • Life insurance.
  • Long-term disability.
  • Tuition assistance.
  • Employee assistance program.
  • Optional benefits such as critical care, auto, home and pet insurance.
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