Customer Service Representative (Loan Consultant I)
Lendmark Financial Services•EL Paso, TX
•Onsite
About The Position
The Loan Consultant I provides an exceptional customer experience while offering personal loan solutions. The role 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 position is based in an office environment.
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 Spanish/English.
Responsibilities
- Greet, assist, and solicit individuals who visit the office or call by phone.
- Receive and process credit and employment verifications, and record information obtained.
- Process payments and distributions, make recommendations regarding loan approvals, and approve loans up to established lending limits.
- Complete loan closings and 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 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 insurance
- Optional auto insurance
- Optional home insurance
- Optional pet insurance
- 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
