Loan Consultant II: Personal Lending & Customer Experience

Lendmark Financial Services, LLC; Greenville (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

Paid holidays

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Critical care insurance

Auto insurance

Home and pet insurance

Ancillary insurance options

Job summary

Lendmark Financial Services, LLC. is seeking a Loan Consultant II to deliver exceptional customer experiences while offering personal loan solutions. You will grow the customer base through sales activities, loan extensions, and merchant referrals, with a focus on compliance and achieving monthly goals.

The role emphasizes accurate documentation, strong communication, and active participation in branch team initiatives, with opportunities for quarterly incentive-based compensation.

Qualifications

• High School Diploma or GED required.
• 2-4+ years consumer finance or related experience preferred.
• Cash handling experience.
• Excellent communication and customer service skills.
• Proficient in Microsoft Windows, Excel, and Word.

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

Cash handling

Microsoft Excel

Microsoft Word

Communication skills

Computers

Bilingual Spanish

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Microsoft Excel

Microsoft Word

Job description

Lendmark Financial Services, LLC. is seeking a Loan Consultant II to deliver exceptional customer experiences while offering personal loan solutions. You will grow the customer base through sales activities, loan extensions, and merchant referrals, with a focus on compliance and achieving monthly goals.

The role emphasizes accurate documentation, strong communication, and active participation in branch team initiatives, with opportunities for quarterly incentive-based compensation.