Customer Service & Loan Solutions Specialist

Lendmark Financial Services LLC

Surprise (AZ)

On-site

USD 35,000 - 55,000

Full time

14 days+

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Job summary

Lendmark Financial Services in Surprise, AZ is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. You will build a customer base through sales, loan extensions and merchant referrals, with success measured by customer experience, business generation, compliance and attainment of monthly goals.

Strong communication, cash handling skills, and proficiency with Microsoft Windows, Excel and Word are important.

Qualifications

High School Diploma or GED from accredited institution.
Cash handling experience.
Computer skills and customer service skills.
Ability to work with minimum supervision.
Excellent communication skills.
Proficient working knowledge of Windows, Excel and Word.

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.