Customer Service Representative (Loan Consultant I)

Lendmark Financial Services; Lancaster; On-site; GBP 40,000 - 60,000; Full time

Job summary

Lendmark Financial Services is seeking a Customer Service Representative (Loan Consultant I) in Lancaster, UK. This role focuses on providing personal loan solutions, ensuring exceptional customer experiences while managing loan applications and facilitating customer interactions. Candidates should possess strong communication skills and a basic understanding of financial processes.

Benefits

Quarterly Incentive Compensation

Qualifications

• High School Diploma or GED from accredited institution.
• 0-2 years consumer finance or related experience.
• Bilingual, Spanish/English is a plus.

Responsibilities

• Assist customers in the office and over the phone, processing credit and employment verifications.
• Prepare reports and manage transaction documentation.
• Market branch products and services to individuals.

Skills

Customer Service Skills

Cash Handling

Computer Skills

Communication Skills

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word Applications

Job description

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Customer Service Representative (Loan Consultant I), Lancaster

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Client:

Location:

Lancaster, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

88506f199c9b

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

SUMMARY

:

SUMMARY

:

The Loan Consultant I 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.

MAJOR DUTIES/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.

BASIC 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

PREFERRED/DESIRED QUALIFICATIONS:

• Associates or Bachelor’s Degree

• Bilingual, Spanish/English

COMPENSATION:

• The salary range for this position is $18.00 - $21.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.

• This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT:

• Office Environment