Loan Consultant II: Customer Experience & Lending

Lendmark Financial Services LLC; Pittsburgh (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Job summary

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

You will greet and assist customers, process verifications, approve loans within limits, and handle account activity. The position emphasizes compliance, monthly goal attainment, and accurate recordkeeping in a branch office.

Qualifications

• High School Diploma or GED from accredited institution.
• Cash handling, computer skills, and strong customer service.
• Ability to work with minimal supervision and excellent communication.
• Proficient with Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist and solicit individuals entering the office or calling by phone; receive and process credit and employment verifications.
• 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 collections, 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

Cash handling

Communication

Independent work

Sales experience

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

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

You will greet and assist customers, process verifications, approve loans within limits, and handle account activity. The position emphasizes compliance, monthly goal attainment, and accurate recordkeeping in a branch office.