Loan Consultant I — Customer Experience & Sales

Lendmark Financial Services; Middleburg Heights (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

Lendmark Financial Services in Ohio seeks a Loan Consultant I to deliver exceptional customer experiences while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Success depends on creating customer value, achieving monthly goals, and maintaining accuracy and compliance. The position requires a High School Diploma or GED and 0-2 years in consumer finance, with strong cash handling and computer skills.

Qualifications

• High School Diploma or GED is required.
• 0-2 years consumer finance or related experience preferred.
• Cash handling and basic computer skills.
• Excellent communication and customer service skills.
• Proficient in Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist, and solicit customers entering the office or calling by phone; process verifications and payments; assist with loan approvals and closings.
• Prepare reports and documentation; operate cash drawer and balance branches.
• Actively market branch products and services to individuals.
• Perform other duties as assigned by management.

Skills

Customer service

Communication skills

Cash handling

MS Windows

Education

High School Diploma or GED

Associates or Bachelor's Degree (preferred)

Tools

Microsoft Excel

Microsoft Word

Job description

Lendmark Financial Services in Ohio seeks a Loan Consultant I to deliver exceptional customer experiences while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Success depends on creating customer value, achieving monthly goals, and maintaining accuracy and compliance. The position requires a High School Diploma or GED and 0-2 years in consumer finance, with strong cash handling and computer skills.