Customer Service Representative (Loan Consultant I)

Lendmark Financial Services LLC; Morgantown (WV); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Optional insurance options

Job summary

Lendmark Financial Services LLC in Morgantown, WV is seeking a Customer Service Representative (Loan Consultant I) to provide exceptional customer experiences while offering personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals in a busy branch setting.

The candidate will assist customers, process loans, verify information, and help achieve monthly goals with attention to compliance and accuracy.

Qualifications

• High School Diploma or comparable education or related training.
• 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 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.

Skills

Customer service

Excellent communication

Cash handling

Ability to work with minimum-supervis?

Sales orientation

Education

High School Diploma or equivalent

Associate or Bachelor’s degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Customer Service Representative (Loan Consultant I)This website or it’s third party partners uses cookies to process personal data (e.g. browsing data or IP addresses) and other identifiers, which are necessary for its functioning and required to achieve purposes illustrated in accordance with our **Privacy Policy**. You accept the use of cookies or other identifiers by continuing to navigate this site.### Customer Service Representative (Loan Consultant I)Apply: Morgantown WV 0106: Full time: Posted Yesterday: R-010110At 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. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.**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 comparable education or related training* 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**WORK ENVIRONMENT:**Office EnvironmentIf you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!### About UsSince 1996, with over 30 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.