Loan Solutions Associate - Customer Service

Lendmark Financial Services LLC; Colonial Heights (VA); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant I to deliver exceptional customer experiences and provide personal loan solutions at the Colonial Heights office. The role focuses on building a customer base through sales, loan extensions and merchant referrals.

You’ll meet monthly goals, ensure compliance, and handle loan processing and related account activities while representing a trusted financial partner in the local community.

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 and communicate effectively.
• Proficient in Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist and solicit individuals entering the office and by phone.
• Process payments and loan approvals within established limits; complete closings.
• Record verifications, prepare reports, and maintain accurate records.
• Actively market branch products and services to individuals.

Skills

Cash handling

Customer service

Excellent communication

MS Windows

MS Excel

MS Word

Education

High School Diploma or GED

Associates or Bachelor’s Degree (preferred)

Tools

Microsoft Windows

Microsoft Excel

Microsoft Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I to deliver exceptional customer experiences and provide personal loan solutions at the Colonial Heights office. The role focuses on building a customer base through sales, loan extensions and merchant referrals.

You’ll meet monthly goals, ensure compliance, and handle loan processing and related account activities while representing a trusted financial partner in the local community.