Loan Consultant I - Customer Experience & Growth

Lendmark Financial Services LLC

Rocky Mount (VA)

Hybrid

USD 57,308,000 - 63,039,000

Full time

14 days+

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Job summary

Lendmark Financial Services LLC in Rocky Mount, VA is seeking a Customer Service Representative (Loan Consultant I) to deliver an exceptional customer experience while providing personal loan solutions. You will build a customer base through in-branch sales, loan extensions, and referrals, while ensuring accuracy and compliance in daily operations.

This role emphasizes welcoming customers, processing payments, and actively promoting branch products and services within a fast-paced, team-oriented

Qualifications

High School Diploma or GED from accredited institution.
0-2 years consumer finance or related experience.
Cash handling and computer skills.
Excellent communication skills and customer service focus.
Ability to work with minimum supervision; independent worker.
Proficient with Microsoft Windows, Excel and Word.

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.