Loan Consultant: Customer Experience & Growth

Lendmark Financial Services; Lima (OH); On-site; USD 32,000 - 46,000; Full time

Job summary

Lendmark Financial Services in Lima, OH seeks a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. You will build a customer base through sales, loan extensions, and referrals.

Responsibilities include greeting customers, processing verifications, loan approvals within limits, handling cash, and maintaining branch records. The role emphasizes compliance, monthly goals, and accurate documentation in a friendly, team-oriented office environment.

Qualifications

• High School Diploma or GED from accredited institution.
• 0-2 years consumer finance or related experience.
• Proficient with Microsoft Windows; Excel and Word.
• Excellent communication and customer service skills.
• Ability to work with minimum supervision.

Responsibilities

• Greet and assist customers; process credit and employment verifications.
• Process payments and loan closings; record information.
• Actively market branch products and services to individuals.
• Prepare reports and manage documentation; handle branch cash and records.

Skills

Customer service

Sales experience

Communication skills

Cash handling

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Lima, OH seeks a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. You will build a customer base through sales, loan extensions, and referrals.

Responsibilities include greeting customers, processing verifications, loan approvals within limits, handling cash, and maintaining branch records. The role emphasizes compliance, monthly goals, and accurate documentation in a friendly, team-oriented office environment.