Loan Consultant I — Customer-Focused Finance Advisor

Lendmark Financial Services LLC; Lima (OH); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I in Ohio. The role focuses on delivering exceptional customer experiences while providing personal loan solutions, growing the customer base through sales, loan extensions, and merchant referrals.

Responsibilities include processing verifications, payments, and loan approvals within lending limits, plus active marketing of branch products. A HS diploma and strong communication skills are essential.

Qualifications

• High School Diploma or GED from accredited institution; 0-2 years consumer finance or related experience.
• Cash handling;
• Computer skills;
• Customer service skills;
• Excellent communication skills;
• Proficient with Microsoft Windows, Excel and Word Applications

Responsibilities

• Greet, assist and solicit individuals entering the office;
• Receive and process credit and employment verifications;
• Process payments and distributions; make recommendations regarding loan approvals;
• Approve loans up to established lending limits; complete loan closings; handle account activities related to collection accounts;
• Prepare reports, correspondences, transaction documentation, and file documentation;
• Operate cash drawer, process bank deposits, maintain records and balances; close the branch;
• Actively market all branch products and services to individuals;
• Perform all other duties as assigned by management.

Skills

Customer service

Communication skills

Cash handling

Microsoft Windows

Excel

Word

Education

High School Diploma or GED

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I in Ohio. The role focuses on delivering exceptional customer experiences while providing personal loan solutions, growing the customer base through sales, loan extensions, and merchant referrals.

Responsibilities include processing verifications, payments, and loan approvals within lending limits, plus active marketing of branch products. A HS diploma and strong communication skills are essential.