Loan Consultant I: Elevate Customer Experience & Growth

Lendmark Financial Services LLC; Tucson (AZ); On-site; USD 35,000 - 55,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I to provide exceptional customer experience while delivering personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success tied to customer experience, business generation, compliance, and achieving monthly targets.

The position focuses on accurate processing, timely reporting, and professional communication as part of a high-volume branch team dedicated to

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 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

Communication skills

Customer service

Cash handling

Independent work

Education

High School Diploma or GED

Associate or Bachelor's Degree

Bilingual Spanish/English (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I to provide exceptional customer experience while delivering personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success tied to customer experience, business generation, compliance, and achieving monthly targets.

The position focuses on accurate processing, timely reporting, and professional communication as part of a high-volume branch team dedicated to