Loan Consultant II: Elevate Customer Loan Experience

Lendmark Financial Services LLC; Logan (WV); Vor Ort; USD 35.000 - 50.000; Vollzeit

Benefits dieser Stelle

Quarterly incentive compensation

Zusammenfassung

Lendmark Financial Services LLC in Logan, West Virginia is seeking a Customer Service Representative (Loan Consultant II) to deliver an outstanding customer experience and provide personal loan solutions. The role focuses on expanding the customer base through sales, loan extensions, and referrals.

The position emphasizes building relationships, meeting monthly goals, and ensuring compliance while handling payments and loan closings.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Cash handling

Computer skills

Customer service

Communication skills

Microsoft Windows

Excel

Word

Ausbildung

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Jobbeschreibung

Lendmark Financial Services LLC in Logan, West Virginia is seeking a Customer Service Representative (Loan Consultant II) to deliver an outstanding customer experience and provide personal loan solutions. The role focuses on expanding the customer base through sales, loan extensions, and referrals.

The position emphasizes building relationships, meeting monthly goals, and ensuring compliance while handling payments and loan closings.