Loan Consultant II - Customer Experience & Growth

Lendmark Financial Services LLC; Katy (TX); Presencial; USD 42 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical

Dental

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care (optional)

Auto insurance (optional)

Home insurance (optional)

Pet insurance (optional)

Other ancillary insurance options (opt

Resumo da oferta

Lendmark Financial Services is seeking a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions. The role emphasizes building a customer base via sales, loan extensions, and merchant referrals, with emphasis on compliance and monthly goal attainment.

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

Qualificações

• High School Diploma or GED required; some college preferred.
• 2–4+ years in consumer finance or related experience.
• Ability to handle cash, use computers, and serve customers.
• Excellent communication and self‑management skills.

Responsabilidades

• Greet and assist visitors, process verifications and record info.
• Process payments and advise on loan approvals.
• Approve loans within lending limits and close loans.
• Handle account activity for collections and maintain records.
• Market branch products and services to customers.
• Perform other duties as assigned by management.

Conhecimentos

Customer service

Communication skills

Cash handling

Team collaboration

Formação académica

High School Diploma or GED

Associates or Bachelor’s Degree (preferred)

Ferramentas

Microsoft Windows

Excel

Word

Descrição da oferta de emprego

Lendmark Financial Services is seeking a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions. The role emphasizes building a customer base via sales, loan extensions, and merchant referrals, with emphasis on compliance and monthly goal attainment.

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