Customer Service Representative (Loan Consultant II)

Lendmark Financial Services • West Bend, WI

3d

About The Position

The Loan Consultant II provides an exceptional customer experience by offering personal loan solutions. The role focuses on building 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 position works in an office environment and may perform other duties assigned by management.

Requirements

• High school diploma or GED from an accredited institution.
• 2–4+ 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 in Spanish and English.

Responsibilities

• Greet, assist, and solicit individuals who visit the office or call by phone.
• Receive and process credit and employment verifications, and record the information obtained.
• Process payments and 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, 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 assigned by management.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off
• Paid holidays
• 401(k)
• Life insurance
• Long-term disability insurance
• 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: Mid Level
• Education Level: High school or GED