Loan Consultant II | Customer Experience & Growth

Lendmark Financial Services, LLC.; Danville (VA); On-site; USD 30,000 - 33,000; Full time

Job summary

Lendmark Financial Services, LLC is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals, with a strong focus on compliance and achieving monthly goals.

The position involves greeting customers, handling verifications, loan payments, and approvals, as well as marketing branch products and maintaining accurate records in a fast-paced

Qualifications

• High School Diploma or GED required; 2–4+ years consumer finance or related experience.
• Cash handling and computer skills expected.
• Excellent communication and customer service abilities.
• Proficient with Microsoft Windows, Excel and Word.
• Associates or Bachelor’s Degree preferred.
• Bilingual Spanish/English preferred.

Responsibilities

• Greet, assist and solicit individuals entering the office or 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 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

Microsoft Word/Excel

Communication skills

Independent work

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Bilingual Spanish/English

Tools

Microsoft Windows

Job description

Lendmark Financial Services, LLC is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals, with a strong focus on compliance and achieving monthly goals.

The position involves greeting customers, handling verifications, loan payments, and approvals, as well as marketing branch products and maintaining accurate records in a fast-paced