Customer Experience & Loan Solutions Specialist

Lendmark Financial Services LLC; West Manchester Township (York County); On-site; USD 42,000 - 62,000; Full time

Job summary

Lendmark Financial Services LLC seeks 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 extension and merchant referrals, with success measured by customer experience, business generation, compliance, monthly goals, and accuracy.

Responsibilities include greeting customers, processing credit and employment verifications, handling payments, approving loans within limits, closing

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.
• Must be able to pass a comprehensive background check.
• Associates or Bachelor’s Degree (preferred).
• Bilingual, Spanish/English (preferred).

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.
• 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

Customer service

Cash handling

Communication

MS Windows

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Excel

Word

Microsoft Windows

Job description

Lendmark Financial Services LLC seeks 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 extension and merchant referrals, with success measured by customer experience, business generation, compliance, monthly goals, and accuracy.

Responsibilities include greeting customers, processing credit and employment verifications, handling payments, approving loans within limits, closing