Customer Experience & Loan Solutions Specialist

Lendmark Financial Services; Spokane Valley (WA); Presencial; USD 28.000 - 33.000; Jornada completa

Descripción de la vacante

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

The position emphasizes creating a positive customer experience, meeting monthly goals, ensuring accuracy and compliance. Candidates should have a High School Diploma or GED, 0–2 years in consumer finance, cash handling and strong communication.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Excellent communication skills

Customer service skills

Cash handling

Ability to work with minimum Super N/A

Educación

High School Diploma or GED

Associates or Bachelor’s Degree

Bilingual, Spanish/English

Herramientas

Microsoft Windows

Excel

Word

Descripción del empleo

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

The position emphasizes creating a positive customer experience, meeting monthly goals, ensuring accuracy and compliance. Candidates should have a High School Diploma or GED, 0–2 years in consumer finance, cash handling and strong communication.