Customer-Focused Loan Consultant I (Entry)

Lendmark Financial Services; Wilkes-Barre (Luzerne County); On-site; USD 42,000 - 62,000; Full time

Job summary

Lendmark Financial Services in Wilkes-Barre, PA 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, with success measured by customer experience, business generation, compliance, and monthly goals.

The position requires a High School Diploma or GED, 0-2 years in consumer finance, cash handling, and strong communication skills.

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; 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

Customer service

Cash handling

Microsoft Windows

Microsoft Excel

Microsoft Word

Communication skills

Bilingual (Spanish/English)

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Microsoft Excel

Microsoft Word

Job description

Lendmark Financial Services in Wilkes-Barre, PA 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, with success measured by customer experience, business generation, compliance, and monthly goals.

The position requires a High School Diploma or GED, 0-2 years in consumer finance, cash handling, and strong communication skills.