Loan Consultant II - Customer Experience Leader

Lendmark Financial Services; Danville (VA); Presencial; USD 30.000 - 33.000; Jornada completa

Descripción de la vacante

Lendmark Financial Services is seeking a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions in a busy branch. You’ll build a customer base through sales, loan extensions, and referrals, with emphasis on accurate processing and compliance.

The role rewards performance with monthly goals, credit verifications, and cross-selling of branch products. Prior consumer finance or loan experience is preferred, and strong communication is essential.

Formación

• High School Diploma or GED required or equivalent.
• 2–4+ years in consumer finance or related experience.
• Cash handling, computer skills, and strong customer service abilities.
• Ability to work with minimal supervision and possess excellent communication skills.
• Proficient with Microsoft Windows, Excel and Word.
• Associates or Bachelor’s Degree preferred.

Responsabilidades

• Greet, assist and solicit individuals entering the office or calling by phone and record information.
• Process payments and distributions; make recommendations regarding loan approvals.
• Approve loans up to lending limits and complete loan closings.
• Handle account activities related to collection accounts and follow up with customers.
• Prepare reports and maintain accurate documentation; operate cash drawer and balance branch records.
• Actively market branch products and services to customers.
• Perform other duties as assigned by management.

Conocimientos

Cash handling

Customer service

Communication skills

Teamwork

Educación

High School Diploma or GED

Associates or Bachelor’s Degree

Herramientas

Microsoft Windows

Excel

Word

Descripción del empleo

Lendmark Financial Services is seeking a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions in a busy branch. You’ll build a customer base through sales, loan extensions, and referrals, with emphasis on accurate processing and compliance.

The role rewards performance with monthly goals, credit verifications, and cross-selling of branch products. Prior consumer finance or loan experience is preferred, and strong communication is essential.