Customer Service Representative (Loan Consultant I)

Lendmark Financial Services • Rockingham, NC

11d • Onsite

About The Position

The Loan Consultant I provides an exceptional customer experience by offering personal loan solutions. The position 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 role is performed 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 visiting 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, 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, 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, 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