Loan Consultant II: Drive Customer-Focused Financing Solutions

Lendmark Financial Services; Raleigh (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

The Loan Consultant II at Lendmark Financial Services delivers an exceptional customer experience by offering personal loan solutions. You will build a customer base through sales, loan extension and merchant referrals, with focus on accuracy and compliance to meet monthly goals.

Responsibilities include greeting and assisting clients, processing payments and verifications, approving loans within limits, handling collections activity, and actively marketing branch products.

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; 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 skills

Excellent communication skills

Cash handling

Ability to work with minimum super-

Bilingual - Spanish/English

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

The Loan Consultant II at Lendmark Financial Services delivers an exceptional customer experience by offering personal loan solutions. You will build a customer base through sales, loan extension and merchant referrals, with focus on accuracy and compliance to meet monthly goals.

Responsibilities include greeting and assisting clients, processing payments and verifications, approving loans within limits, handling collections activity, and actively marketing branch products.