Customer Experience & Loan Solutions Specialist

Lendmark Financial Services; Saint Charles (MO); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Optional insurance options (critical/;

Job summary

Lendmark Financial Services is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals, with responsibilities including verifications, loan processing and closings.

Success will be measured by customer experience quality, achievement of monthly goals, compliance and accurate record-keeping in a fast paced branch setting.

Qualifications

• 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.
• Associates or Bachelor’s Degree (preferred).
• Bilingual, Spanish/English (preferred).

Responsibilities

• Greet, assist and solicit individuals entering the office; 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.

Skills

Cash handling

Customer service

MS Office

Excel

Word

Communication skills

Education

High School Diploma or GED

Tools

Microsoft Windows

Job description

Lendmark Financial Services is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals, with responsibilities including verifications, loan processing and closings.

Success will be measured by customer experience quality, achievement of monthly goals, compliance and accurate record-keeping in a fast paced branch setting.