Customer Service Representative (Loan Consultant I)

Lendmark Financial Services • Hattiesburg, MS

2d • Onsite

About The Position

The 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 the quality of the customer experience, business generation, compliance, attainment of monthly goals, and accuracy.

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 minimal 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 who visit or call the office.
• Receive and process credit and employment verifications, and record the information obtained.
• Process payments and distributions, make recommendations regarding loan approvals, approve loans within 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, 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 branch products and services to individuals.
• Perform other duties as assigned by management.

Benefits

• Medical, dental, and vision benefits for employees and dependents.
• 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