Loan Consultant II — Customer Experience & Sales

Lendmark Financial Services; Visalia (CA); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Life insurance

Paid time off

Paid holidays

Tuition assistance

Employee assistance program

Optional insurance: critical care

Optional insurance: auto

Optional insurance: home

Optional insurance: pet

Job summary

Lendmark Financial Services, in Visalia, CA, seeks a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Success depends on creating great customer experiences, generating business, ensuring compliance, and meeting monthly goals with accuracy. Office-based position with incentive opportunities based on performance.

Qualifications

• High School Diploma or GED from accredited institution.
• 2-4+ years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient working knowledge of Microsoft Windows, Excel and Word Applications.

Responsibilities

• Greet, assist and solicit individuals entering the office; 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.

Skills

Customer service

Cash handling

Communication

Problem solving

Teamwork

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services, in Visalia, CA, seeks a Loan Consultant II to deliver exceptional customer experiences while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Success depends on creating great customer experiences, generating business, ensuring compliance, and meeting monthly goals with accuracy. Office-based position with incentive opportunities based on performance.