Loan Consultant II

Lendmark Financial Services LLC; Oshkosh (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care

Auto

Home

Pet insurance

Other ancillary insurance options

Job summary

Lendmark Financial Services LLC in Oshkosh, WI seeks a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Key duties include greeting customers, processing payments, approving loans within limits, managing collections activity, and maintaining accurate branch records.

Qualifications

• High School Diploma or GED from accredited institution.
• 2–4+ years consumer finance or related experience.
• Cash handling experience.
• Computer skills.
• Customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist, and solicit individuals entering the office and by phone.
• Process payments, distributions, and make recommendations regarding loan approvals.
• Approve loans up to established lending limits and 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

Communication skills

Computer literacy

Ability to work with minimum supervise

Microsoft Windows proficiency

Microsoft Excel proficiency

Microsoft Word proficiency

Education

High School Diploma or GED

Associates or Bachelor's Degree (Bilingual Spanish/English)

Tools

Microsoft Windows

Excel

Word

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.”

Benefits

• medical
• dental
• vision benefits
• paid time off
• paid holidays
• 401(k)
• life insurance
• long-term disability
• tuition assistance
• an employee assistance program
• critical care
• auto
• home
• pet insurance
• other ancillary insurance options

GENERAL SUMMARY

The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

MAJOR DUTIES/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, and make recommendations regarding loan approvals.
• Approve loans up to established lending limits and 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.

BASIC REQUIREMENTS

• High School Diploma or GED from accredited institution
• 2‑4 plus 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

PREFERRED/DESIRED QUALIFICATIONS

• Associates or Bachelor’s Degree Bilingual, Spanish/English

COMPENSATION

The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate. This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT

Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us! Since 1996, with over 25 years of personalized lending, Lendmark Financial Services has been serving the personal lending needs of customers underserved by traditional banks. Today, with over 500 branches in 24 states from coast to coast, Lendmark continues to grow with superior, reliable and consistent financial services that make a difference in people’s lives.