Loan Consultant II: Customer-Centric Lending & Growth

Lendmark Financial Services; Marion (OH); Sur place; USD 42 000 - 65 000; Plein temps

Résumé du poste

Lendmark Financial Services in Marion, OH is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals.

Ideal candidates have 2–4 years in consumer finance, strong communication and cash handling skills, and the ability to work with minimal supervision. Proficiency in Windows, Excel and Word is required; bilingual Spanish/English is a plus.

Qualifications

• High School Diploma or GED.
• 2-4+ years in 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.

Responsabilités

• 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.

Connaissances

Customer service

Cash handling

Communication skills

Excel

Word

Formation

High School Diploma or GED

Associate's or Bachelor's Degree

Outils

Microsoft Windows

MS Office Suite

Description du poste

Lendmark Financial Services in Marion, OH is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals.

Ideal candidates have 2–4 years in consumer finance, strong communication and cash handling skills, and the ability to work with minimal supervision. Proficiency in Windows, Excel and Word is required; bilingual Spanish/English is a plus.