Loan Consultant II: Customer Experience & Growth

Lendmark Financial Services; Lima (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Lendmark Financial Services in Ohio is seeking a Loan Consultant II to deliver exceptional customer experiences and provide personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Your success will be measured by customer experience, business generation, compliance, attainment of monthly goals, and accuracy. Strong finance, communication, and computer skills are required for this in-office role in Lima.

Qualifications

• High School Diploma or GED required.
• 2-4+ years consumer finance or related experience.
• Cash handling and computer skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient in Windows, Excel and Word.

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

Excellent communication

Cash handling

Computer skills

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Bilingual Spanish/English

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Ohio is seeking a Loan Consultant II to deliver exceptional customer experiences and provide personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Your success will be measured by customer experience, business generation, compliance, attainment of monthly goals, and accuracy. Strong finance, communication, and computer skills are required for this in-office role in Lima.