Loan Consultant I – Customer Experience & Sales

Lendmark Financial Services, LLC.; Hattiesburg (MS); On-site; USD 38,000 - 48,000; Full time

Job summary

Lendmark Financial Services, LLC. is seeking a Loan Consultant I to provide an exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals, achieving monthly goals and accurate records.

You will greet and assist visitors, process verifications and payments, approve loans within limits, and actively market branch products while complying with policy and quality standards.

Qualifications

• 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

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

Cash handling

Customer service

Windows

Excel

Word

Communication

Supervision

Spanish

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 to provide an exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals, achieving monthly goals and accurate records.

You will greet and assist visitors, process verifications and payments, approve loans within limits, and actively market branch products while complying with policy and quality standards.