Loan Consultant: Customer Experience & Sales
Lendmark Financial Services LLC
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Benefits offered by this job
Job summary
Lendmark Financial Services LLC in California seeks a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. The role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success based on customer experience, business generation, compliance, and accurate records.
Requirements include a High School Diploma or GED, 0–2 years in consumer finance, cash handling, and strong communication.
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.
- Excellent communication; ability to work with minimal supervision.
Responsibilities
- Greet, assist and solicit individuals entering the office and by phone; process payments and loan actions.
- Approve loans up to lending limits and complete closings; manage account activity.
- Actively market branch products and services to individuals.
- Prepare reports and maintain documentation; balance cash and records.
Skills
Education
Tools
Job description
Lendmark Financial Services LLC in California seeks a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. The role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success based on customer experience, business generation, compliance, and accurate records.
Requirements include a High School Diploma or GED, 0–2 years in consumer finance, cash handling, and strong communication.
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