Customer Service Representative (Loan Consultant I - CA)

Lendmark Financial Services•Chico, CA

1d•Onsite

About The Position

The Loan Consultant I (CA) provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

Requirements

High School Diploma or GED from accredited institution
0-2 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, make recommendations regarding loan approvals
Approve loans up to established lending limits, 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