Customer Service Representative; Loan Consultant II

Overview

Customer Service Representative (Loan Consultant II) at Lendmark Financial Services. The role focuses on providing exceptional customer experience, loan solutions, sales, and building a customer base.

• Greet, assist and solicit individuals entering the office and 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 and in-person communications with customers.
• Prepare reports, correspondences, transaction documentation, and record/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 other duties as assigned by management.

• 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

• Associates or Bachelor7s Degree
• Bilingual, Spanish/English

• The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.
• This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

• Office Environment

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Customer Service
• Industries:
  Consumer Services