Customer Service Representative (Loan Consultant II - CA)

Lendmark Financial Services LLC; Visalia, Northern (CA, KY); Hybride; USD 32 000 - 34 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance

Auto insurance

Home insurance

Pet insurance

Résumé du poste

Lendmark Financial Services LLC is seeking a Customer Service Representative (Loan Consultant II) in Visalia, CA. You will greet customers, handle payments, and process loan recommendations while delivering a strong customer experience in a busy branch environment.

The role emphasizes sales, loan extension opportunities, and referrals, with a focus on accuracy, compliance, and monthly goals within an office setting.

Qualifications

• Must have a High School Diploma or GED.
• 2-4+ years consumer finance or related experience.
• Cash handling and basic computer skills are required.

Responsabilités

• Greet and assist customers entering the office or calling by phone.
• Process payments, distributions, and loan recommendations.

Connaissances

Cash handling

Customer service

Computer skills

Microsoft Windows

Excel

Word

Formation

High School Diploma or GED

Associates or Bachelor's Degree

Outils

Microsoft Windows

Excel

Word

Description du poste

## Customer Service Representative (Loan Consultant II - CA)Apply: Visalia CA 0257: Full time: Posted 2 Days Ago: R-010041At 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* 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 $23.00 - $25.00 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:* Office EnvironmentIf you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!