Loan Consultant II - Personal Finance & Customer Experience

Lendmark Financial Services; Danville (VA); On-site; USD 42,000 - 64,000; Full time

Job summary

Lendmark Financial Services is seeking a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experiences while offering personal loan solutions. The role emphasizes sales, loan extensions and merchant referrals, with a focus on meeting monthly goals and maintaining accurate records.

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

Qualifications

• High School Diploma or GED from accredited institution.
• 2-4 plus years consumer finance or related experience.
• Ability to work with minimum supervision.
• 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.

Skills

Customer service

Sales

Education

High School Diploma or GED

Associate or Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

Windows

Job description

Lendmark Financial Services is seeking a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experiences while offering personal loan solutions. The role emphasizes sales, loan extensions and merchant referrals, with a focus on meeting monthly goals and maintaining accurate records.

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