Loan Consultant I: Customer Experience & Personal Loans

Lendmark Financial Services LLC; Yakima (WA); On-site; USD 28,000 - 30,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I in Yakima, WA. This role centers on creating a strong customer experience while offering personal loan solutions and expanding the customer base through sales, loan extensions, and merchant referrals.

You will be evaluated on customer experience, business generation, compliance, and achievement of monthly goals, with accurate documentation and branch activity management.

Qualifications

• High School Diploma or GED required.
• 0-2 years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• 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

MS Windows

Excel

Word

Excellent communication

Bilingual Spanish/English

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I in Yakima, WA. This role centers on creating a strong customer experience while offering personal loan solutions and expanding the customer base through sales, loan extensions, and merchant referrals.

You will be evaluated on customer experience, business generation, compliance, and achievement of monthly goals, with accurate documentation and branch activity management.