Loan Consultant II - Customer Experience Specialist

Lendmark Financial Services

Spartanburg (SC)

On-site

USD 42,000 - 56,000

Full time

14 days+

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Job summary

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

You will be measured on creating a positive customer experience, achieving monthly goals, and maintaining accurate records, with responsibilities ranging from greeting customers to loan closings and branch reporting.

Qualifications

High School Diploma or GED from accredited institution.
2-4 plus 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.
Associates or Bachelor’s Degree (preferred).
Bilingual, Spanish/English (preferred).

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.