Loan Consultant I — Customer Service & Lending

Lendmark Financial Services LLC; Morgantown (WV); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Optional insurance options

Job summary

Lendmark Financial Services LLC in Morgantown, WV is seeking a Customer Service Representative (Loan Consultant I) to provide exceptional customer experiences while offering personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals in a busy branch setting.

The candidate will assist customers, process loans, verify information, and help achieve monthly goals with attention to compliance and accuracy.

Qualifications

• High School Diploma or comparable education or related training.
• 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 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

Cash handling

Ability to work with minimum-supervis?

Sales orientation

Education

High School Diploma or equivalent

Associate or Bachelor’s degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in Morgantown, WV is seeking a Customer Service Representative (Loan Consultant I) to provide exceptional customer experiences while offering personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals in a busy branch setting.

The candidate will assist customers, process loans, verify information, and help achieve monthly goals with attention to compliance and accuracy.