Customer Service Representative (Loan Consultant I)

Lendmark Financial Services LLC; Everett (WA); On-site; USD 25,000 - 29,000; Full time

Job summary

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. The role includes greeting customers, handling verifications, and guiding loan processes.

The position emphasizes cash handling, accurate recordkeeping, and proactive branch service. Growth opportunities exist in a fast-paced environment with team support and performance incentives.

Qualifications

• High School Diploma or GED; 0-2 years consumer finance or related experience.
• Cash handling experience.
• Computer skills.
• Customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.

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

Cash handling

Customer service

Excellent communication

Independent work

Education

Associate's or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.” Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

GENERAL SUMMARY

The Loan Consultant I provides exceptional customer experience while providing personal loan solutions.

MAJOR DUTIES/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

BASIC REQUIREMENTS

• 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

PREFERRED/DESIRED QUALIFICATIONS

• Associates or Bachelor’s Degree
• Bilingual, Spanish/English

COMPENSATION

The salary range for this position is $18.00 - $21.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate. This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT

Office Environment. If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us! Since 1996, with over 25 years of personalized lending, Lendmark Financial Services has been serving the personal lending needs of customers underserved by traditional banks. Today, with over 500 branches in 24 states from coast to coast, Lendmark continues to grow with superior, reliable and consistent financial services that make a difference in people’s lives.