Loan Consultant I - Personal Lending & Customer Experience

Lendmark Financial Services LLC; Savannah (GA); On-site; USD 36,000 - 52,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I in Savannah, GA. The role focuses on delivering an outstanding customer experience while offering personal loan solutions and building a customer base through sales, loan extensions and referrals.

You will engage with customers, process loan-related verifications, payments and approvals, and actively promote branch products. Strong communication skills and the ability to work with limited supervision are valued in this position.

Qualifications

• High School Diploma or GED from accredited institution.
• Cash handling and customer service experience.
• Proficient with Microsoft Windows; Excel and Word.
• Ability to work with minimum supervision.

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 Windows

Excel

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I in Savannah, GA. The role focuses on delivering an outstanding customer experience while offering personal loan solutions and building a customer base through sales, loan extensions and referrals.

You will engage with customers, process loan-related verifications, payments and approvals, and actively promote branch products. Strong communication skills and the ability to work with limited supervision are valued in this position.