Loan Consultant I — Personal Finance & Customer Care

Lendmark Financial Services LLC; Birmingham (AL); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Tuition assistance

Life insurance

Job summary

Lendmark Financial Services LLC is hiring for a Loan Consultant I to deliver exceptional customer experiences and provide personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with a strong emphasis on compliance and achieving monthly goals.

Responsibilities include greeting customers, handling verifications, processing payments, approving loans within limits, and marketing branch products while maintaining accurate

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

Cash handling

Microsoft Office

Communication skills

Work independently

Bilingual

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is hiring for a Loan Consultant I to deliver exceptional customer experiences and provide personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with a strong emphasis on compliance and achieving monthly goals.

Responsibilities include greeting customers, handling verifications, processing payments, approving loans within limits, and marketing branch products while maintaining accurate