Loan Consultant II: Customer Experience & Growth

Lendmark Financial Services

Paris (TX)

On-site

USD 55,000 - 65,000

Full time

14 days+
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Benefits offered by this job

401(k) plan
Life insurance

Job summary

Lendmark Financial Services seeks a Loan Consultant II to provide exceptional customer experience while delivering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and merchant referrals. Success is based on creating customer experiences, generating business, compliance, meeting monthly goals, and accuracy.

The position offers an office environment with opportunities for growth and competitive compensation, including incentive opportunities.

Qualifications

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

Responsibilities

  • Greet, assist and solicit individuals entering the office and by phone.
  • Process payments, distributions, and make recommendations on loan approvals.
  • Approve loans up to lending limits and complete closings.
  • Handle account activities related to collection accounts and customer communications.
  • Prepare reports, transaction documentation and maintain records and balances.
  • Actively market branch products and services to individuals.
  • Perform other duties as assigned by management.

Skills

Cash handling
Customer service
Communication

Education

High School Diploma or GED

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. The role focuses on building a customer base through sales, loan extensions and merchant referrals. Success is based on creating customer experiences, generating business, compliance, meeting monthly goals, and accuracy.

The position offers an office environment with opportunities for growth and competitive compensation, including incentive opportunities.

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