Customer Service Representative (Loan Consultant II-CA)
About The Position
At Lendmark Financial Services, the company's success is attributed to the quality of its employees and their commitment to customers. They value each customer and aim to provide a caring business experience, differentiating themselves from competitors. The company is proud of its team's accomplishments and continuously strives for improvement, operating under the motto "Success is the only option." Lendmark Financial Services offers a comprehensive benefits package for employees and dependents. The role of Loan Consultant II (CA) involves providing exceptional customer experience while offering personal loan solutions. This position focuses on building a customer base through sales, loan extension, and merchant referrals. Success in this role is measured by customer experience creation, business generation, compliance, attainment of monthly goals, and accuracy. Since 1996, Lendmark Financial Services has been serving personal lending needs, growing to over 500 branches in 24 states, providing superior, reliable, and consistent financial services.
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
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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
