Loan Consultant I — Customer Care & Sales

Lendmark Financial Services; Marion (NC); Presencial; USD 38.000 - 54.000; Jornada completa

Descripción de la vacante

Lendmark Financial Services in Marion, NC is seeking a Loan Consultant I to deliver exceptional customer service while providing personal loan solutions. The role emphasizes building a client base through sales, loan extensions, and referrals, with focus on accuracy and compliance in daily transactions.

The successful candidate will greet and assist customers, process verifications, loans, payments, and account activity, while actively marketing branch products and maintaining branch records and

Formación

• 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.

Responsabilidades

• Greet, assist and solicit individuals entering the office; receive and process verifications; record information; process payments and determine loan approvals.
• Prepare reports, correspondences, transaction documentation, and file records; operate cash drawer and balance branch.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Conocimientos

Cash handling

Customer service

Microsoft Windows

Excel

Word

Communication skills

Self-management

Educación

High School Diploma or GED

Associates or Bachelor's Degree

Herramientas

Microsoft Windows

Excel

Word

Descripción del empleo

Lendmark Financial Services in Marion, NC is seeking a Loan Consultant I to deliver exceptional customer service while providing personal loan solutions. The role emphasizes building a client base through sales, loan extensions, and referrals, with focus on accuracy and compliance in daily transactions.

The successful candidate will greet and assist customers, process verifications, loans, payments, and account activity, while actively marketing branch products and maintaining branch records and