Loan Consultant I — Customer-Focused Financing & Sales

Lendmark Financial Services LLC; Saint Augustine (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Lendmark Financial Services is hiring a Loan Consultant I to provide exceptional customer experience and loan solutions at our Florida branch. You will build a customer base through sales, loan extensions, and referrals.

Responsibilities include processing verifications, aiding loan decisions, and performing branch procedures while meeting monthly goals. Strong communication and Microsoft Office skills are essential for success.

Qualifications

• High School Diploma or GED; 0–2 years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision; strong communication.

Responsibilities

• Greet and assist customers entering the office and by phone; verify information; process payments and updates; assist with lending decisions.
• Approve loans up to established limits; complete closings; manage account activity and collections communications.
• Prepare reports and documentation; operate cash drawer; maintain records and balances; close branch.
• Actively market branch products and services to individuals.

Skills

Cash handling

Customer service

Excellent communication

Self-motivation

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is hiring a Loan Consultant I to provide exceptional customer experience and loan solutions at our Florida branch. You will build a customer base through sales, loan extensions, and referrals.

Responsibilities include processing verifications, aiding loan decisions, and performing branch procedures while meeting monthly goals. Strong communication and Microsoft Office skills are essential for success.