Loan Consultant II: Customer Solutions & Growth

Lendmark Financial Services LLC; Yuba City (CA); On-site; USD 65,904,000 - 71,635,000; Full time

Job summary

Lendmark Financial Services is seeking a Customer Service Representative (Loan Consultant II - CA) in Yuba City, CA to deliver exceptional personal loan solutions.

You will greet customers, process verifications, payments, and loan closings, while actively marketing branch products and maintaining accurate records. This role emphasizes customer experience, sales growth, and compliance in a fast-paced office environment.

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.
• Perform all other duties as assigned by management

Skills

Customer service

Cash handling

Communication

Minimum supervision

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Customer Service Representative (Loan Consultant II - CA) in Yuba City, CA to deliver exceptional personal loan solutions.

You will greet customers, process verifications, payments, and loan closings, while actively marketing branch products and maintaining accurate records. This role emphasizes customer experience, sales growth, and compliance in a fast-paced office environment.