Loan Consultant II - Elevate Customer Experience & Sales

Lendmark Financial Services LLC; Lemon Grove (CA); On-site; USD 32,000 - 34,000; Full time

Job summary

Lendmark Financial Services LLC in California is seeking a Loan Consultant II to provide an exceptional customer experience while delivering personal loan solutions. You will build a customer base through sales, loan extensions, and merchant referrals, and ensure accurate processing of credit verifications and loan approvals.

The role emphasizes compliance, monthly goals, and effective communication. You will market branch products, handle cash and deposits, and support borrowers through the

Qualifications

• High School Diploma or GED required.
• 2+ to 4+ years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Excellent communication skills.
• Proficient working knowledge of Microsoft Windows, Excel and Word Applications

Responsibilities

• Greet, assist and solicit individuals entering the office and 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.

Skills

Cash handling

Customer service

Microsoft Windows

Excel

Word

Communication skills

Education

High School Diploma or GED

Associates or Bachelor’s Degree (preferred)

Tools

Excel

Word

Windows OS

Job description

Lendmark Financial Services LLC in California is seeking a Loan Consultant II to provide an exceptional customer experience while delivering personal loan solutions. You will build a customer base through sales, loan extensions, and merchant referrals, and ensure accurate processing of credit verifications and loan approvals.

The role emphasizes compliance, monthly goals, and effective communication. You will market branch products, handle cash and deposits, and support borrowers through the