Loan Consultant II: Customer Solutions Expert

Lendmark Financial Services LLC

San Fernando (CA)

On-site

USD 32,000 - 34,000

Full time

3 days ago

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Job summary

Lendmark Financial Services LLC in California seeks a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extension and referrals, and manage loan processing from application to closing with accuracy.

The role requires strong communication, at least a high school diploma, and experience in consumer finance.

Qualifications

High School Diploma or GED from accredited institution.
2–4+ years consumer finance or related experience.
Excellent communication skills; able to work with minimum supervision.

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.