Loan Consultant II: Personal Loan Solutions & Growth

Lendmark Financial Services LLC; Frederick (MD); On-site; USD 30,000 - 33,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver exceptional customer experiences while recommending personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals, with a focus on meeting monthly goals and maintaining accuracy.

The position involves engaging with customers in the office and over the phone, processing verifications, payments and loan closings, and actively marketing branch products and

Qualifications

• High School Diploma or GED is required.
• 2-4+ years in consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.

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

Cash handling

Customer service

MS Excel

MS Word

Communication skills

Education

High School Diploma or GED

Associates or Bachelor's Degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver exceptional customer experiences while recommending personal loan solutions. The role emphasizes building a customer base through sales, loan extensions and merchant referrals, with a focus on meeting monthly goals and maintaining accuracy.

The position involves engaging with customers in the office and over the phone, processing verifications, payments and loan closings, and actively marketing branch products and