Loan Consultant I - Customer Experience and Sales

Lendmark Financial Services LLC; Easton (Northampton County); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

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 seeks a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and referrals, with success measured by customer experience, business generation, compliance, and goal attainment.

Responsibilities include greeting clients, processing verifications, payments, and loan closings, and actively marketing branch products.

Qualifications

• High School Diploma or GED required.
• 0-2 years consumer finance or related experience preferred.
• Cash handling and computer skills required.
• Excellent communication skills; bilingual Spanish/English preferred.

Responsibilities

• Greet, assist and solicit customers entering the office and by phone.
• Process payments, verifications, and loan approvals within limits; complete closings.
• Prepare reports and maintain records; manage cash drawer and banking deposits.
• Active marketing of branch products and services to individuals.

Skills

Customer service

Cash handling

Microsoft Excel

Communication skills

Education

High School Diploma or GED

Tools

MS Office

Job description

Lendmark Financial Services seeks a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and referrals, with success measured by customer experience, business generation, compliance, and goal attainment.

Responsibilities include greeting clients, processing verifications, payments, and loan closings, and actively marketing branch products.