Loan Consultant II – Customer Experience & Growth

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

Job summary

Lendmark Financial Services seeks a Loan Consultant II to provide exceptional customer experience while delivering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Performance is measured by customer experience, business generation, compliance and attainment of monthly goals. The position involves greeting clients, processing verifications, handling payments, approving loans within limits and performing branch-related

Qualifications

• High School Diploma or GED required.
• 2-4+ years consumer finance or related experience preferred.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with 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.

Skills

Excellent communication skills

Cash handling

Customer service skills

Ability to work with minimum superv is

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services seeks a Loan Consultant II to provide exceptional customer experience while delivering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Performance is measured by customer experience, business generation, compliance and attainment of monthly goals. The position involves greeting clients, processing verifications, handling payments, approving loans within limits and performing branch-related