Loan Consultant II - Customer Experience Leader

Lendmark Financial Services LLC; Springfield (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Lendmark Financial Services LLC in Springfield, OH seeks a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experiences while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

You will greet visitors and callers, process verifications, approvals within limits, handle account activities, and actively market branch products.

Qualifications

• High School Diploma or GED
• 2–4+ years consumer finance experience
• Cash handling
• Computer skills
• Customer service skills
• Ability to work with minimum supervision
• Excellent communication skills
• Proficient in Microsoft 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.

Job description

Lendmark Financial Services LLC in Springfield, OH seeks a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experiences while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

You will greet visitors and callers, process verifications, approvals within limits, handle account activities, and actively market branch products.