Customer Service Representative (Loan Consultant I)
About The Position
At Lendmark Financial Services, the company believes its success is due to the quality of its employees and their commitment to customers, valuing each customer and striving for improvement with the motto "Success is the only option." The company offers a comprehensive benefits package for employees and dependents. The Loan Consultant I 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, business generation, compliance, monthly goal attainment, 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.
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
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 insurance (optional)
- Auto insurance (optional)
- Home insurance (optional)
- Pet insurance (optional)
- Other ancillary insurance options (optional)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
