Loan Consultant I: Customer Experience & Sales

Lendmark Financial Services; Rocky Mount (NC); Sur place; USD 35 000 - 52 000; Plein temps

Résumé du poste

Lendmark Financial Services is seeking 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 extensions, and referrals, with emphasis on meeting monthly goals and maintaining compliance.

In a fast-paced, team-oriented environment, you will greet customers, process applications, verify information, and market branch products.

Qualifications

• High school diploma or GED required.
• 0–2 years consumer finance or related experience.
• Cash handling, computer skills, and customer service.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Windows, Excel and Word.

Responsabilités

• Greet, assist and solicit individuals entering the office or calling by phone; process payments, verifications, and loan approvals up to lending limits; close loans and manage related accounts.
• Prepare reports, correspondences, transaction documentation, and file documentation; operate cash drawer, process deposits, and balance accounts.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Connaissances

Customer service

Cash handling

Communication

Teamwork

Formation

High School Diploma or GED

Associates or Bachelor's Degree

Outils

Microsoft Windows

Excel

Word

Description du poste

Lendmark Financial Services is seeking 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 extensions, and referrals, with emphasis on meeting monthly goals and maintaining compliance.

In a fast-paced, team-oriented environment, you will greet customers, process applications, verify information, and market branch products.