Loan Consultant II - Customer Experience & Sales

Lendmark Financial Services LLC

Greenville (SC)

On-site

USD 38,000 - 60,000

Full time

6 days ago

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Job summary

Lendmark Financial Services LLC in Greenville, SC seeks a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extension and merchant referrals.

The role focuses on creating a positive branch experience, meeting monthly goals, ensuring compliance, processing loans and handling payments, while maintaining accurate records.

Qualifications

High School Diploma or GED or equivalent required.
2-4+ years consumer finance or related experience.
Cash handling; computer skills; customer service skills.
Ability to work with minimum supervision.
Excellent communication skills; MS Windows, Excel and Word proficiency.

Responsibilities

Greet, assist and solicit individuals entering the office and by phone; process verifications and record information.
Process payments, distributions, and make loan approval recommendations.
Approve loans up to lending limits and complete closings.
Handle collection account activities and customer communications.
Prepare reports, documentation; manage cash drawer and deposits; maintain records.
Actively market branch products and services to individuals.
Perform other duties as assigned by management.

Skills

Customer service

Sales

Communication

Cash handling

Attention to detail

Education

High School Diploma or GED

Associate or Bachelor’s Degree (preferred)

Tools

Excel

Word

Windows OS

Job description

The role focuses on creating a positive branch experience, meeting monthly goals, ensuring compliance, processing loans and handling payments, while maintaining accurate records.

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