Loan Solutions Consultant II - Customer Experience & Growth

Lendmark Financial Services; Charlottesville (VA); On-site; USD 30,000 - 33,000; Full time

Job summary

Lendmark Financial Services in Charlottesville, VA is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extensions and referrals, and will be evaluated on customer experience, business generation, compliance, and accuracy.

The role requires a High School Diploma or GED and 2-4+ years in consumer finance, strong communication, cash handling, and proficiency with Windows, Excel and

Qualifications

• High School Diploma or GED from accredited institution.
• 2-4+ years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Excel and Word.

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.

Skills

Customer service

Communication

Cash handling

Self-motivation

Education

High School Diploma or GED

Associates or Bachelor's

Tools

Excel

Word

Windows OS

Job description

Lendmark Financial Services in Charlottesville, VA is seeking a Loan Consultant II to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extensions and referrals, and will be evaluated on customer experience, business generation, compliance, and accuracy.

The role requires a High School Diploma or GED and 2-4+ years in consumer finance, strong communication, cash handling, and proficiency with Windows, Excel and