Loan Consultant II - Personal Lending & Customer Experience

Lendmark Financial Services LLC

Lemon Grove (CA)

On-site

USD 32,000 - 34,000

Full time

10 days ago

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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

Lendmark Financial Services is seeking a Loan Consultant II (CA) to deliver outstanding customer experiences while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals, with monthly goals and compliance in mind.

The position involves greeting customers, processing verifications and loans, handling payments, and actively marketing branch products.

Qualifications

High School Diploma or GED is required.
2-4 plus years consumer finance or related experience.
Cash handling; computer skills; customer service skills.

Responsibilities

Greet, assist and solicit individuals entering the office; 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.