Loan Consultant II (CA): Customer Care & Loan Solutions

Lendmark Financial Services LLC

Lodi (CA)

On-site

USD 32,000 - 34,000

Full time

8 days ago

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Job summary

Lendmark Financial Services in California is seeking a Loan Consultant II to deliver outstanding customer service while providing personal loan solutions. This role focuses on building a customer base through sales, loan extensions and referrals to merchants.

Responsibilities include processing verifications, approving loans within limits, handling collections activities, and preparing reports. Strong communication, cash handling and MS Office skills are essential; bilingual in English/Spanish

Qualifications

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.