Loan Consultant: Elevate Customer Experience

Lendmark Financial Services LLC; Rocky Mount (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

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

Success depends on creating a positive customer experience, achieving monthly goals, ensuring compliance, and maintaining accurate records in a fast-paced branch environment.

Qualifications

• High School Diploma or GED required.
• Cash handling and customer service experience preferred.
• Proficient with Microsoft Windows, Excel and Word.

Responsibilities

• Greet and assist individuals entering the office and on calls; collect and verify credit and employment information.
• Process payments and distributions; provide loan recommendations and approvals within limits.
• Close loans, manage related account activities and follow up with customers.
• Prepare reports and documentation; operate cash drawer and balance branch records.
• Market branch products and services to customers and referrals.

Skills

Cash handling

Customer service

Excellent communication

Minimum supervision

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

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

Success depends on creating a positive customer experience, achieving monthly goals, ensuring compliance, and maintaining accurate records in a fast-paced branch environment.