Loan Consultant II: Customer-Focused Lending

Lendmark Financial Services LLC; Charlottesville (VA); Hybrid; USD 30,000 - 33,000; 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

Job summary

Lendmark Financial Services LLC in Charlottesville is seeking a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experience while offering personal loan solutions. The role emphasizes building a customer base through sales, loan extensions, and merchant referrals.

The position requires strong communication, cash handling and computer skills, with a background in consumer finance preferred.

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.

Skills

Customer service

Communication

Spanish

Education

High School Diploma or GED

Associates or Bachelor's Degree (preferred)

Tools

Microsoft Windows

Microsoft Excel

Microsoft Word

Job description

Lendmark Financial Services LLC in Charlottesville is seeking a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experience while offering personal loan solutions. The role emphasizes building a customer base through sales, loan extensions, and merchant referrals.

The position requires strong communication, cash handling and computer skills, with a background in consumer finance preferred.