Loan Consultant II: Customer-Focused Credit Solutions

Lendmark Financial Services LLC; West Bend (WI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off and holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance (optional)

Auto insurance (optional)

Home insurance (optional)

Pet insurance (optional)

Job summary

Lendmark Financial Services LLC in West Bend, WI is seeking a Customer Service Representative II to deliver exceptional personal loan solutions and service. You will greet customers, process payments and verifications, and actively market branch products while meeting monthly goals.

Ideal candidates have 2–4+ years in consumer finance, strong communication and cash-handling skills, and proficiency with Windows, Excel, and Word.

Qualifications

• High School Diploma or GED from an accredited institution.
• 2–4+ years of consumer finance or related experience.
• Cash handling, computer skills, and strong customer service.
• Proficient with Microsoft Windows, Excel and Word; bilingual a plus.

Responsibilities

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

Skills

Cash handling

Customer service

Excellent communication

Independent work

Bilingual (Spanish/English)

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in West Bend, WI is seeking a Customer Service Representative II to deliver exceptional personal loan solutions and service. You will greet customers, process payments and verifications, and actively market branch products while meeting monthly goals.

Ideal candidates have 2–4+ years in consumer finance, strong communication and cash-handling skills, and proficiency with Windows, Excel, and Word.