Customer Service Representative (Loan Consultant II)

Quipt Home Medical; York (York County); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Customer Service Representative to enhance customer experiences and provide personal loan solutions. This role emphasizes building a customer base through effective sales and loan management while ensuring compliance and achieving monthly goals. With a focus on teamwork and a commitment to improvement, this fast-paced environment offers a comprehensive benefits package, including medical, dental, and tuition assistance. If you thrive in a dynamic culture and are passionate about customer service, this opportunity is perfect for you.

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

Paid Time Off

401(k)

Life Insurance

Tuition Assistance

Employee Assistance Program

Qualifications

• 2-4 years experience in consumer finance or related fields.
• Ability to work independently with minimal supervision.

Responsibilities

• Greet and assist customers in the office and via phone.
• Process loan approvals and handle account activities.
• Market branch products and services effectively.

Skills

Customer Service

Sales

Loan Processing

Microsoft Excel

Microsoft Word

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Job description

Customer Service Representative (Loan Consultant II)

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Customer Service Representative (Loan Consultant II)

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 role of Loan Consultant II is to provide 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, 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 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 plus years consumer finance or related experience

Ability to work with minimum supervision

Proficient working knowledge of Microsoft Windows, Excel and Word Applications

PREFERRED/DESIRED QUALIFICATIONS:

Associates or Bachelor's Degree

COMPENSATION

The salary range for this position is $20.00 - $24.00 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

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!