Loan Consultant II | Personal Lending & Customer Experience

Lendmark Financial Services LLC; Lancaster (Lancaster County); On-site; USD 42,000 - 64,000; 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 insurance

Pet insurance

Job summary

The Loan Consultant II role at Lendmark Financial Services LLC focuses on delivering an exceptional customer experience while providing personal loan solutions and building a customer base through sales, loan extensions, and merchant referrals. Success hinges on creating a positive customer experience, generating business, compliance, and achieving monthly goals with accuracy.

As part of a team, you will actively market branch products and services, handle loan processing and verifications, and

Qualifications

• 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 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 skills

Excellent communication skills

Cash handling

Ability to work with minimum supervise

Proficient with MS Windows, Excel and

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

The Loan Consultant II role at Lendmark Financial Services LLC focuses on delivering an exceptional customer experience while providing personal loan solutions and building a customer base through sales, loan extensions, and merchant referrals. Success hinges on creating a positive customer experience, generating business, compliance, and achieving monthly goals with accuracy.

As part of a team, you will actively market branch products and services, handle loan processing and verifications, and