Lending Solutions Specialist II

Lendmark Financial Services LLC; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

tuition assistance

employee assistance program

critical care

auto insurance

home insurance

pet insurance

other ancillary insurance options

Job summary

Lendmark Financial Services is seeking a Loan Consultant II to provide an exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals.

You will be responsible for creating a positive customer journey, meeting monthly goals, ensuring compliance, and accurately handling transactions. The position offers a friendly team, growth opportunities, and a supportive work environment.

Qualifications

• 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

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.

Skills

Customer service

Communication skills

Cash handling

Bilingual Spanish/English

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Loan Consultant II to provide an exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals.

You will be responsible for creating a positive customer journey, meeting monthly goals, ensuring compliance, and accurately handling transactions. The position offers a friendly team, growth opportunities, and a supportive work environment.