Loan Consultant I: Customer Experience & Sales

Lendmark Financial Services

Mentor (OH)

On-site

USD 32,000 - 42,000

Full time

14 days+

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Job summary

Lendmark Financial Services is seeking a Loan Consultant I in Mentor, OH to provide exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals, with success measured by customer experience, sales, compliance, and monthly goals.

The position involves greeting customers, processing verifications and loan transactions, and actively marketing branch products.

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; receive and process verifications; record information; process payments and approvals; complete loan closings; handle account activities for collection accounts.
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.