Loan Consultant: Customer Experience Specialist

Lendmark Financial Services LLC; Martinsburg (WV); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance

Auto insurance

Home insurance

Pet insurance

Job summary

Lendmark Financial Services in Martinsburg, WV 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 emphasis on compliant, accurate work and meeting monthly goals.

You will greet customers, process verifications, assist with loan approvals within limits, handle payments and accounts, and actively market branch products.

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.
• 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

Cash handling

Computer skills

MS Excel

MS Word

Communication skills

Minimum supervision

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Bilingual Spanish/English

Tools

Microsoft Windows

Job description

Lendmark Financial Services in Martinsburg, WV 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 emphasis on compliant, accurate work and meeting monthly goals.

You will greet customers, process verifications, assist with loan approvals within limits, handle payments and accounts, and actively market branch products.