Loan Consultant I — Help People Access Personal Loans

Lendmark Financial Services LLC

Laurel (MD)

On-site

USD 28,000 - 30,000

Full time

8 days ago
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Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. The role focuses on sales, loan extension and merchant referrals, with success based on customer experience, business generation, compliance and goal attainment.

You will greet and assist customers, process verifications and loan activity, and market branch products.

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

Customer service
Communication
Cash handling
Windows OS
Excel
Word

Education

High School Diploma or GED

Tools

Excel
Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. The role focuses on sales, loan extension and merchant referrals, with success based on customer experience, business generation, compliance and goal attainment.

You will greet and assist customers, process verifications and loan activity, and market branch products.

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