Loan Consultant II: Client Solutions & Growth

Lendmark Financial Services; New York (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Paid holidays

Tuition assistance

Job summary

Lendmark Financial Services seeks a Loan Consultant II to deliver outstanding customer experiences while providing personal loan solutions. The role emphasizes building a customer base via sales, loan extensions and merchant referrals, with success measured by customer experience, business generation, compliance and goal attainment.

The position focuses on daily loan processing, balancing responsibilities and in-branch customer interactions, while upholding company standards and a strong culture.

Qualifications

• High School Diploma or GED from an accredited institution.
• 2–4+ 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; 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.

Skills

Cash handling

Customer service

Communication

MS Windows

Excel & Word

Education

High School Diploma or GED

Associate or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services seeks a Loan Consultant II to deliver outstanding customer experiences while providing personal loan solutions. The role emphasizes building a customer base via sales, loan extensions and merchant referrals, with success measured by customer experience, business generation, compliance and goal attainment.

The position focuses on daily loan processing, balancing responsibilities and in-branch customer interactions, while upholding company standards and a strong culture.