Loan Consultant I: Customer Experience & Growth

Lendmark Financial Services LLC; Morgantown (WV); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

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 in Morgantown, WV seeks a Customer Service Representative (Loan Consultant I) to deliver an outstanding customer experience and provide personal loan solutions. The role focuses on building a customer base through sales, loan extension, and merchant referrals in a busy branch environment.

You will greet customers, process transactions, verify information, and support loan decisions while meeting monthly goals.

Qualifications

• 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; 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

Excellent communication

Cash handling

Computer skills

Education

High School Diploma or equivalent

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Morgantown, WV seeks a Customer Service Representative (Loan Consultant I) to deliver an outstanding customer experience and provide personal loan solutions. The role focuses on building a customer base through sales, loan extension, and merchant referrals in a busy branch environment.

You will greet customers, process transactions, verify information, and support loan decisions while meeting monthly goals.