Customer Service & Loan Solutions Specialist

Lendmark Financial Services; Gardendale (AL); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

The Loan Consultant I at Lendmark Financial Services provides 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.

Requirements include a High School Diploma or GED and 0–2 years in consumer finance, cash handling, and solid computer skills.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Communication skills

Cash handling

Computer skills

Ausbildung

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Jobbeschreibung

The Loan Consultant I at Lendmark Financial Services provides 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.

Requirements include a High School Diploma or GED and 0–2 years in consumer finance, cash handling, and solid computer skills.