Loan Consultant: Customer Experience & Growth

Lendmark Financial Services LLC; Hickory (NC); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Job summary

Lendmark Financial Services seeks a Loan Consultant I to deliver exceptional customer experience and provide personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals while meeting monthly goals and maintaining compliance.

You will greet customers, process verifications, handle payments, and approve loans within limits. The position emphasizes accurate documentation and active branch product sales in a fast-paced office

Qualifications

• High School Diploma or GED from an accredited institution.
• 0–2 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, 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.

Skills

Cash handling

Customer service

Independent work

Excellent communication

MS Office

Microsoft Windows

Office versatility

Education

High School diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services seeks a Loan Consultant I to deliver exceptional customer experience and provide personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals while meeting monthly goals and maintaining compliance.

You will greet customers, process verifications, handle payments, and approve loans within limits. The position emphasizes accurate documentation and active branch product sales in a fast-paced office