Customer Experience & Loan Solutions Specialist

Lendmark Financial Services LLC; Baton Rouge (LA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical

Dental

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care

Auto

Home

Pet insurance

Other ancillary insurance options

Job summary

Lendmark Financial Services is hiring a Loan Consultant I to provide exceptional customer experience and loan solutions. Role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Success depends on creating a positive customer experience, achieving monthly goals, ensuring compliance, and accurate processing. Excellent communication and cash handling skills are essential.

Qualifications

• High School Diploma or GED from an accredited institution.
• 0-2 years consumer finance or related experience preferred.
• Cash handling, computer skills, customer service skills.
• Ability to work with minimum supervision; excellent communication skills.

Responsibilities

• Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications; record information obtained.
• Process payments, distributions, make recommendations regarding loan approvals.
• Approve loans up to established lending limits, complete loan closings, handle account activities including collection accounts via phone or in person.
• Prepare reports, correspondences, transaction documentation, and record/file documentation; operate cash drawer, process bank deposits, maintain records and balances, and close the branch.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Skills

Excellent communication

Cash handling

Customer service

Bilingual Spanish/English

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Windows

Job description

Lendmark Financial Services is hiring a Loan Consultant I to provide exceptional customer experience and loan solutions. Role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Success depends on creating a positive customer experience, achieving monthly goals, ensuring compliance, and accurate processing. Excellent communication and cash handling skills are essential.