Loan Consultant II: Customer-Focused Lending & Growth

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance

Auto insurance

Home insurance

Pet insurance

Job summary

Lendmark Financial Services LLC is seeking a Customer Service Representative (Loan Consultant II) in Visalia, CA. You will greet customers, handle payments, and process loan recommendations while delivering a strong customer experience in a busy branch environment.

The role emphasizes sales, loan extension opportunities, and referrals, with a focus on accuracy, compliance, and monthly goals within an office setting.

Qualifications

• Must have a High School Diploma or GED.
• 2-4+ years consumer finance or related experience.
• Cash handling and basic computer skills are required.

Responsibilities

• Greet and assist customers entering the office or calling by phone.
• Process payments, distributions, and loan recommendations.

Skills

Cash handling

Customer service

Computer skills

Microsoft Windows

Excel

Word

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Customer Service Representative (Loan Consultant II) in Visalia, CA. You will greet customers, handle payments, and process loan recommendations while delivering a strong customer experience in a busy branch environment.

The role emphasizes sales, loan extension opportunities, and referrals, with a focus on accuracy, compliance, and monthly goals within an office setting.