Customer Service Representative (Loan Consultant II)

Lendmark Financial ServicesClinton, NC
Onsite

About The Position

At Lendmark Financial Services, the success of the company is attributed to the quality of its employees and their commitment to customers. The company values each customer and believes in doing business with people who care, setting them apart from competitors. Lendmark is proud of its team's accomplishments and strives for continuous improvement, operating under the motto "Success is the only option." The company offers a comprehensive benefits package for employees and dependents. The Loan Consultant II role focuses on providing exceptional customer experience and personal loan solutions, building a customer base through sales, loan extensions, and merchant referrals. Success in this role is measured by customer experience creation, business generation, compliance, attainment of monthly goals, and accuracy. Lendmark Financial Services, established in 1996, has over 25 years of personalized lending experience, serving customers underserved by traditional banks. With over 500 branches in 24 states, Lendmark continues to grow by providing superior, reliable, and consistent financial services that positively impact people's lives. The company offers a fast-paced, high-growth, team-oriented, and great culture environment.

Requirements

  • 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

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 closing of the branch.
  • Actively market all branch products and services to individuals.
  • Perform all other duties as assigned by management.

Benefits

  • medical benefits
  • dental benefits
  • vision benefits
  • paid time off
  • paid holidays
  • 401(k)
  • life insurance
  • long-term disability
  • tuition assistance
  • employee assistance program
  • critical care
  • auto insurance
  • home insurance
  • 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

Mid Level

Education Level

High school or GED

Number of Employees

251-500 employees

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