Loan Consultant II - Customer Experience & Sales

Lendmark Financial Services, LLC; Beaumont (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance

Auto insurance

Home and pet insurance

Other ancillary insurance options

Job summary

Lendmark Financial Services, LLC. is seeking a Loan Consultant II to deliver outstanding customer experience while offering personal loan solutions. The role focuses on growing a customer base through sales, loan extensions and referrals.

Ideal candidates have 2–4+ years in consumer finance, strong cash handling and excellent communication. The position involves assisting customers in a fast-paced office environment with quarterly incentive potential.

Qualifications

• High School Diploma or GED is required.
• 2–4+ years consumer finance or related experience.
• Cash handling and customer service skills are essential.
• Excellent communication skills and ability to work with minimum supervision.
• Proficiency with Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist and solicit customers entering the office or calling.
• Process payments, verifications, and loan approvals within limits.
• Approve loans up to lending limits and complete closings.
• Market branch products and services actively to individuals.
• Maintain accurate records and prepare reports.

Skills

Customer service

Cash handling

Computer skills

Excel & Word

Communication 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, LLC. is seeking a Loan Consultant II to deliver outstanding customer experience while offering personal loan solutions. The role focuses on growing a customer base through sales, loan extensions and referrals.

Ideal candidates have 2–4+ years in consumer finance, strong cash handling and excellent communication. The position involves assisting customers in a fast-paced office environment with quarterly incentive potential.