Customer Experience & Loan Solutions Specialist

Lendmark Financial Services; Stroudsburg (Monroe County); On-site; USD 32,000 - 46,000; Full time

Job summary

Lendmark Financial Services seeks 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.

Success will be measured by creating a positive customer experience, generating business, ensuring compliance, and meeting monthly goals. The position requires a High School Diploma or GED, strong communication and cash-handling skills, and the ability to work

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.

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.

Skills

Excellent communication

Customer service

Cash handling

Microsoft Windows

Excel

Word

Bilingual Spanish/English

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Office

Job description

Lendmark Financial Services seeks 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.

Success will be measured by creating a positive customer experience, generating business, ensuring compliance, and meeting monthly goals. The position requires a High School Diploma or GED, strong communication and cash-handling skills, and the ability to work