Loan Consultant I: Customer Experience & Sales

Lendmark Financial Services LLC; Rockingham (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experience through personal loan solutions in a branch setting. You will help build a customer base via sales, loan extensions, and merchant referrals, while ensuring compliance and meeting monthly goals.

The role focuses on customer interactions, loan processing, and accurate documentation, with opportunities for growth within a supportive team culture.

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.
• Bilingual, Spanish/English (preferred).

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

Excellent communication skills

Self-motivation

Bilingual (Spanish/English)

Education

High School Diploma or GED

Associates or Bachelor's Degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Loan Consultant I to deliver exceptional customer experience through personal loan solutions in a branch setting. You will help build a customer base via sales, loan extensions, and merchant referrals, while ensuring compliance and meeting monthly goals.

The role focuses on customer interactions, loan processing, and accurate documentation, with opportunities for growth within a supportive team culture.