Loan Solutions Associate – Entry-Level Customer Experience

Lendmark Financial Services LLC; Covington (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Lendmark Financial Services LLC in Covington, VA seeks a Loan Consultant I to provide exceptional customer experience while delivering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals, aiming to meet monthly goals with accuracy and compliance.

The ideal candidate has a high school diploma, 0–2 years in consumer finance, cash handling, and strong communication.

Qualifications

• High school diploma or GED required.
• 0–2 years of consumer finance or related experience.
• Cash handling, computer skills, and customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Windows, Excel, and Word.

Responsibilities

• Greet, assist, and solicit individuals entering the office or calling by phone; receive and process credit and employment verifications, record information obtained; process payments and 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 close the branch.
• Actively market all branch products and services to individuals.
• Perform all other duties as assigned by management.

Skills

Customer service

Cash handling

Communication skills

Microsoft Windows proficiency

Excel

Word

Education

High school diploma or GED

Associate’s or Bachelor’s degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in Covington, VA seeks a Loan Consultant I to provide exceptional customer experience while delivering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals, aiming to meet monthly goals with accuracy and compliance.

The ideal candidate has a high school diploma, 0–2 years in consumer finance, cash handling, and strong communication.