Loan Consultant I: Customer Care & Loan Solutions

Lendmark Financial Services LLC; Charlottesville (VA); Hybrid; USD 28,000 - 30,000; Full time

Job summary

Lendmark Financial Services LLC in Charlottesville, VA is seeking a Customer Service Representative I (Loan Consultant I) to provide exceptional personal loan solutions and build a local customer base focusing on sales, loan extensions and referrals.

You will greet visitors and callers, process payments, verify information, approve loans within set limits, and maintain accurate records while actively marketing 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, including phone calls and face to face communications with customers.
• 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

Excellent communication

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in Charlottesville, VA is seeking a Customer Service Representative I (Loan Consultant I) to provide exceptional personal loan solutions and build a local customer base focusing on sales, loan extensions and referrals.

You will greet visitors and callers, process payments, verify information, approve loans within set limits, and maintain accurate records while actively marketing branch products.