Customer Service Representative (Loan Consultant II)

Lendmark Financial Services LLC; Surprise (AZ); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401(k)

Paid time off

Life insurance

Long-term disability

Tuition assistance

Job summary

Lendmark Financial Services LLC in Surprise, AZ is seeking a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experiences while offering personal loan solutions and cross-selling branch products.

You will greet visitors, process verifications and payments, assist with loan approvals within limits, and actively market services, with a focus on accuracy, compliance, and monthly goal achievement.

Qualifications

• High School Diploma or GED from an accredited institution.
• 2-4 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.
• Associates or Bachelor's Degree is preferred.
• Bilingual, Spanish/English is preferred.

Responsibilities

• Greet, assist and solicit individuals entering the office and calling by phone; process verifications and record information; handle payments and loan decisions per limits.
• Prepare reports, transaction documentation, and maintain records; operate cash drawer and close branch balances.
• Actively market branch products and services to individuals.
• Perform other duties as assigned by management.

Skills

Cash handling

Customer service

Communication skills

MS Windows

Excel

Word

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

## Customer Service Representative (Loan Consultant II)Apply: Surprise AZ 0467: Full time: Posted 9 Days Ago: R-009755At 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 II 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* 2-4 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 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 Environment If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!