Loan Consultant - Customer Experience & Sales

Lendmark Financial Services LLC; Kennewick (WA); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Quarterly incentive compensation

Job summary

Lendmark Financial Services in Kennewick, WA invites applicants for a Loan Consultant I who delivers exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals, with an emphasis on compliance, monthly goals and accurate record-keeping.

Responsibilities include greeting visitors, processing verifications and payments, approving loans within limits, preparing reports, operating the

Qualifications

• High School Diploma or GED from 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

Customer service skills

Excellent communication skills

Cash handling

Minimum supervision

Computer skills

Ability to work independently

Education

High School Diploma or GED

Associates or Bachelor’s Degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Kennewick, WA invites applicants for a Loan Consultant I who delivers exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals, with an emphasis on compliance, monthly goals and accurate record-keeping.

Responsibilities include greeting visitors, processing verifications and payments, approving loans within limits, preparing reports, operating the