Customer Service Representative (Loan Consultant I)
About The Position
At Lendmark Financial Services, the Customer Service Representative (Loan Consultant I) provides an exceptional customer experience while offering personal loan solutions. The position focuses on building a customer base through sales, loan extensions, and merchant referrals. Success is measured by customer experience, business generation, compliance, achievement of monthly goals, and accuracy. The role includes assisting customers in person and by phone, processing loan-related information and payments, supporting loan decisions and closings, handling collection account activity, marketing branch products and services, maintaining documentation and financial records, and helping manage branch operations. The position works in an office environment. The salary range is competitive and based on job duties and the selected candidate’s knowledge, skills, abilities, and experience. The position is eligible for quarterly incentive compensation based on individual and company performance guidelines.
Requirements
- High school diploma or GED from an accredited institution.
- 0–2 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 applications.
Nice To Haves
- Associate or bachelor’s degree.
- Bilingual in Spanish and English.
Responsibilities
- Greet, assist, and solicit individuals entering the office or calling by phone.
- Receive and process credit and employment verifications, and record the information obtained.
- Process payments and distributions.
- Make recommendations regarding loan approvals and approve loans up to established lending limits.
- Complete loan closings.
- Handle account activities related to collection accounts, including phone calls and face-to-face communications with customers.
- Prepare reports, correspondence, and transaction documentation; record and file documentation.
- Operate the cash drawer, process bank deposits, maintain records and balances, and close the branch.
- Actively market all branch products and services to individuals.
- Perform other duties as assigned by management.
Benefits
- Medical insurance
- Dental insurance
- Vision benefits
- Paid time off
- Paid holidays
- 401(k)
- Life insurance
- Long-term disability
- Tuition assistance
- Employee assistance program
- Optional critical care, auto, home, and pet insurance, as well as other ancillary insurance options
- Quarterly incentive compensation based on individual and company performance guidelines
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
