Customer Service Representative (Loan Consultant II)

Lendmark Financial Services LLC; Valdosta (GA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Paid time off

Paid holidays

401(k)

Life insurance

Tuition assistance

Employee assistance program

Disability coverage

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver an exceptional customer experience while offering personal loan solutions. You will grow the customer base through sales, loan extensions, and merchant referrals in a fast-paced office environment.

Key responsibilities include processing verifications, approving loans within limits, handling collections, and maintaining accurate documentation.

Qualifications

• High School Diploma or GED from an accredited institution.
• 2-4+ years of consumer finance or related experience.
• Cash handling, computer skills, customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient in Microsoft 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, and make recommendations regarding loan approvals.
• Approve loans up to established lending limits and 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 close the branch.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Skills

Cash handling

Customer service

Communication

Computer skills

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Job Summary

Loan Consultant II provides exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extension, and merchant referrals. Success will be measured by the creation of a positive customer experience, business generation, compliance, attainment of monthly goals, and accuracy.

Major Duties and 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, and make recommendations regarding loan approvals;
• Approve loans up to established lending limits and 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 close 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 an accredited institution;
• 2‑4+ years of 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

• Associate’s or Bachelor’s Degree;
• Bilingual, Spanish/English.

Compensation

The salary range for this position is competitive based on the duties and the selected candidate’s knowledge, skills, abilities, and experience. This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.

Work Environment

Office environment. The role offers a fast‑paced, high‑growth, team‑oriented culture.

Benefits

The company provides a comprehensive benefits package for employees and dependents, including medical, dental, vision, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance, and an employee assistance program. Optional benefits include critical care, auto, home, and pet insurance.