Loan Consultant II - Customer Experience & Solutions

Lendmark Financial Services

West Bend (WI)

On-site

USD 42,000 - 68,000

Full time

12 days ago

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Job summary

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

Success is measured by customer experience, business generation, compliance, and meeting monthly goals with accurate documentation.

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 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.