Customer-Focused Loan Consultant II

Lendmark Financial Services LLC; Odessa (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Quarterly incentive

Job summary

Lendmark Financial Services LLC in Odessa, TX is seeking a Loan Consultant II to deliver exceptional customer experiences while providing loan solutions. You will greet clients, assess needs, and guide them through the loan process, aiming for compliant approvals and customer satisfaction.

The role emphasizes sales, referral generation, and accurate record-keeping. A High School Diploma or GED and 2–4+ years in consumer finance are preferred; strong communication and cash handling skills are

Qualifications

• High School Diploma or GED required or equivalent.
• 2–4+ years consumer finance or related experience preferred.
• Excellent communication and customer service skills required.

Responsibilities

• Greet, assist and solicit individuals entering the office and by phone; handle verification and recordkeeping tasks.
• Process payments, distributions, and provide loan recommendations; assist with loan closings.
• Handle account activities related to collections and maintain accurate documentation and records.
• Actively market branch products and services to customers and refer potential clients.

Skills

Customer service

Cash handling

Communication skills

Excel

Word

Windows proficiency

Education

High School Diploma or GED

Tools

Microsoft Excel

Microsoft Word

Windows OS

Job description

Lendmark Financial Services LLC in Odessa, TX is seeking a Loan Consultant II to deliver exceptional customer experiences while providing loan solutions. You will greet clients, assess needs, and guide them through the loan process, aiming for compliant approvals and customer satisfaction.

The role emphasizes sales, referral generation, and accurate record-keeping. A High School Diploma or GED and 2–4+ years in consumer finance are preferred; strong communication and cash handling skills are