Customer Service Representative (Loan Consultant I)

Lendmark Financial Services, LLC.; Raleigh (NC); Presencial; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision benefits

401(k)

Paid time off

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Additional optional insurances (auto,

home and pet)

Descripción de la vacante

Lendmark Financial Services, LLC. is hiring a Customer Service Representative (Loan Consultant I) in Raleigh, NC.

The role focuses on delivering excellent customer experience while offering personal loan solutions and generating business through referrals and sales activities. The position entails greeting clients, processing loan-related documents, marketing branch products, and handling daily office duties.

Formación

• High School Diploma or GED from an 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.
• Bilingual, Spanish/English (preferred).

Responsabilidades

• Greet, assist and solicit individuals entering the office and callers by phone.
• Process payments, distributions, and record information obtained; assist with loan approvals and closings.
• Prepare reports, maintain records, and operate cash drawer; balance and close the branch.
• Actively market all branch products and services to individuals.
• Perform other duties as assigned by management.

Conocimientos

Cash handling

Customer service

Independent work

Communication

Bilingual Spanish/English

Educación

High School Diploma or GED

Herramientas

Microsoft Windows

Excel

Word

Descripción del empleo

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: Raleigh NC 0032: Full time: Posted Today: R-010157At 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 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 ApplicationsPREFERRED/DESIRED QUALIFICATIONS:* Associates or Bachelor’s Degree* Bilingual, Spanish/EnglishCOMPENSATION:* The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.* This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.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!