Loan Solutions & Customer Care Specialist

Lendmark Financial Services LLC

Ontario (OH)

On-site

USD 42,000 - 59,000

Full time

3 days ago
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Benefits offered by this job

Quarterly incentive compensation
Comprehensive benefits package

Job summary

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver exceptional customer experiences while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

You will be measured on customer experience, attainment of monthly goals, compliance, and accuracy, in a fast-paced, team-oriented environment across a nationwide network of branches.

Qualifications

  • High School Diploma or GED from accredited institution.
  • 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; 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

Customer service
Cash handling
Excellent communication skills
Ability to work with minimum supervise

Education

High School Diploma or GED
Associates or Bachelor’s Degree

Tools

Excel
Word
Microsoft Windows

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant II to deliver exceptional customer experiences while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

You will be measured on customer experience, attainment of monthly goals, compliance, and accuracy, in a fast-paced, team-oriented environment across a nationwide network of branches.

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