Loan Consultant II - Customer-Driven Loan Solutions Pro

Lendmark Financial Services LLC; Eden (CO); On-site; USD 30,000 - 33,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver an exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals in a fast-paced branch environment.

Responsibilities include greeting clients, processing verifications and payments, approving loans within limits, handling collections, and actively marketing branch products.

Qualifications

• High School Diploma or GED from an accredited institution.
• 2–4+ years consumer finance or related experience.
• Cash handling, computer skills, and customer service skills.
• Excellent communication skills and proficient in Windows, Excel and Word.
• Bilingual in Spanish and English preferred.

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.

Skills

Customer service

Cash handling

Bilingual Spanish/English

Communication skills

Ability to work with minimum supervise

Education

High School Diploma or GED

Associate or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver an exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals in a fast-paced branch environment.

Responsibilities include greeting clients, processing verifications and payments, approving loans within limits, handling collections, and actively marketing branch products.