Loan Consultant & Customer Experience Specialist

Lendmark Financial Services LLC; McAllen (TX); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Life insurance

Paid time off

Tuition assistance

Employee assistance program

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I to deliver exceptional customer experiences while offering personal loan solutions. The role centers on building a customer base through sales, loan extensions and referrals, with emphasis on compliance and goal attainment.

The position emphasizes accurate processing, branch cash handling, and active marketing of branch products, supported by a team‑oriented culture and a path toward professional growth.

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.
• Proficient with Microsoft Windows, Excel and Word.

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 calls and face-to-face communications.
• Prepare reports, correspondences, transaction documentation, and record/file documentation.
• Operate cash drawer, process bank deposits, maintain records and balances and close the branch.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Skills

Cash handling

Customer service

Communication skills

Computer skills

MS Windows

Excel

Word

Education

High School Diploma or GED

Associates or Bachelor's Degree

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I to deliver exceptional customer experiences while offering personal loan solutions. The role centers on building a customer base through sales, loan extensions and referrals, with emphasis on compliance and goal attainment.

The position emphasizes accurate processing, branch cash handling, and active marketing of branch products, supported by a team‑oriented culture and a path toward professional growth.