Loan Consultant II - Elevate Customer Experience & Growth

Lendmark Financial Services; Springfield (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) and life insurance

Paid time off

Job summary

Lendmark Financial Services in Ohio is seeking a Loan Consultant II to deliver exceptional customer service while offering personal loan solutions. You will build a customer base through sales, loan extensions and referrals, focusing on accuracy, compliance and achieving monthly goals.

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

Qualifications

• High School Diploma or GED from accredited institution
• 2-4 plus 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

Sales experience

Cash handling

Excellent communication

Bilingual English/Spanish

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Ohio is seeking a Loan Consultant II to deliver exceptional customer service while offering personal loan solutions. You will build a customer base through sales, loan extensions and referrals, focusing on accuracy, compliance and achieving monthly goals.

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