Customer Care & Loan Solutions Specialist

Lendmark Financial Services, LLC.

Cincinnati (OH)

On-site

USD 28,000 - 30,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Paid time off
Paid holidays
Tuition assistance
Employee assistance program
Critical care insurance
Auto insurance
Home insurance
Pet insurance

Job summary

Lendmark Financial Services, LLC. in Cincinnati, OH seeks a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and referrals.

You will process applications, verify information, and assist customers with loan decisions, while ensuring compliance and striving to meet monthly goals. Accurate record-keeping and professional service are required in a fast-paced office

Qualifications

  • High School Diploma or GED from an accredited institution.
  • 0-2 years consumer finance or related experience.
  • Cash handling, computer skills and customer service skills.
  • Proficient with Microsoft Windows, Excel and Word.

Responsibilities

  • Greet, assist and solicit individuals entering the office and by phone.
  • Process payments and record information; verify and complete loan documentation.
  • Approve loans up to lending limits and prepare closings.
  • Market branch products and services to customers.
  • Maintain records, balance cash drawers and complete branch closing tasks.
  • Perform other duties as assigned by management.

Skills

Customer service
Cash handling
Microsoft Excel
Microsoft Word
Communication skills
Bilingual Spanish/English

Education

High School Diploma or GED
Associates or Bachelor's Degree

Tools

Microsoft Windows
Excel
Word

Job description

Lendmark Financial Services, LLC. in Cincinnati, OH seeks a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and referrals.

You will process applications, verify information, and assist customers with loan decisions, while ensuring compliance and striving to meet monthly goals. Accurate record-keeping and professional service are required in a fast-paced office

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