Customer Service Representative (Loan Consultant I)

Lendmark Financial Services • Gonzales, LA

7d

About The Position

The Customer Service Representative (Loan Consultant I) provides an exceptional customer experience while offering personal loan solutions. The role builds 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 position performs customer service, loan processing and closing, payment processing, account collection activities, branch cash handling, documentation, and marketing of branch products and services.

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.

Nice To Haves

• Associate or bachelor's degree.
• Bilingual in Spanish and English.

Responsibilities

• Greet, assist, and solicit individuals who visit the office or call by phone.
• Receive and process credit and employment verifications and record the 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 customer communications.
• Prepare reports, correspondence, transaction documentation, and other records; 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED