Loan Consultant I – Customer Experience Specialist

Lendmark Financial Services; Matthews (NC); On-site; USD 36,000 - 48,000; Full time

Job summary

Lendmark Financial Services in Matthews, NC seeks a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. You will contribute to building a customer base through sales, loan extensions, and merchant referrals, aiming to meet monthly goals with accuracy and compliance.

The role emphasizes accurate documentation, friendly service, and active branch marketing of products and services. Prior cash handling and MS Office skills are preferred.

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; process payments and approve loans up to lending limits.
• Prepare reports, transaction documentation, and maintain branch records and cash drawers.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Skills

Cash handling

Customer service

Sales

Microsoft Office

Communication skills

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

MS Office (Excel/Word)

Job description

Lendmark Financial Services in Matthews, NC seeks a Loan Consultant I to deliver exceptional customer experiences while providing personal loan solutions. You will contribute to building a customer base through sales, loan extensions, and merchant referrals, aiming to meet monthly goals with accuracy and compliance.

The role emphasizes accurate documentation, friendly service, and active branch marketing of products and services. Prior cash handling and MS Office skills are preferred.