Loan Consultant - Customer Experience Specialist

Lendmark Financial Services LLC; Everett (WA); On-site; USD 25,000 - 29,000; Full time

Job summary

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. The role includes greeting customers, handling verifications, and guiding loan processes.

The position emphasizes cash handling, accurate recordkeeping, and proactive branch service. Growth opportunities exist in a fast-paced environment with team support and performance incentives.

Qualifications

• High School Diploma or GED; 0-2 years consumer finance or related experience.
• Cash handling experience.
• Computer skills.
• Customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.

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.
• 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

Excellent communication

Independent work

Education

Associate's or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. The role includes greeting customers, handling verifications, and guiding loan processes.

The position emphasizes cash handling, accurate recordkeeping, and proactive branch service. Growth opportunities exist in a fast-paced environment with team support and performance incentives.