Loan Consultant: Elevate Customer Experience & Sales

Lendmark Financial Services

Denham Springs (LA)

On-site

USD 32,000 - 42,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
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 is seeking a Loan Consultant I to deliver exceptional customer experience while providing personal loan solutions. The role focuses on building a customer base through sales, loan extension, and merchant referrals.

Success depends on creating an engaging customer experience, generating business, maintaining compliance, and achieving monthly goals with accuracy. The position involves greeting customers, processing verifications, handling payments, and completing loan

Qualifications

  • High School Diploma or GED required.
  • 0–2 years consumer finance or related experience preferred.
  • Cash handling, computer skills and customer service skills required.
  • Able to work with minimal supervision and maintain accuracy.
  • Excellent communication skills required; proficiency with Microsoft Windows, Excel and Word.

Responsibilities

  • Greet, assist and solicit individuals entering the office or calling by phone; handle loan processing steps including verifications, payments, and loan approvals within lending limits.
  • Prepare reports and maintain branch records; operate cash drawer and process deposits.
  • Actively market branch products and services to customers.
  • Perform other duties as assigned by management.

Skills

Cash handling
Customer service
Communication skills
Independent work
MS Windows / MS Office

Education

High School Diploma or GED
Associate or Bachelor's Degree

Tools

Microsoft Windows
Excel
Word

Job description

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

Success depends on creating an engaging customer experience, generating business, maintaining compliance, and achieving monthly goals with accuracy. The position involves greeting customers, processing verifications, handling payments, and completing loan

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