Loan Solutions Advisor - Customer Care & Sales

Lendmark Financial Services LLC

Shreveport (LA)

On-site

USD 36,000 - 48,000

Full time

6 days ago

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Job summary

Lendmark Financial Services seeks a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and merchant referrals.

Success will be measured by creating a positive customer experience, generating business, compliance, monthly goal attainment, and accurate record-keeping, with strong communication and cash handling skills essential.

Qualifications

High School Diploma or GED from an accredited institution; 0–2 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, make recommendations regarding loan approvals
Approve loans up to established lending limits, 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