Loan Solutions & Customer Experience Specialist

Lendmark Financial Services LLC; Matthews (NC); On-site; USD 34,000 - 42,000; Full time

Job summary

Lendmark Financial Services LLC in Matthews, NC is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extension and merchant referrals.

The position requires the ability to greet customers, process verifications, approve loans within limits, and actively market branch products, all while maintaining compliant records.

Qualifications

• High School Diploma or GED required, 0–2 years of consumer finance or related experience.
• Cash handling, computer skills, and strong customer service.
• Excellent communication skills and ability to work with minimal supervision.

Responsibilities

• Greet and assist customers entering the office and on the phone; process payments, verifications, and loan approvals within lending limits.
• Prepare reports and maintain records; operate cash drawer and balance accounts.
• Actively market branch products and services to individuals.
• Perform other duties as assigned by management.

Job description

Lendmark Financial Services LLC in Matthews, NC is seeking a Loan Consultant I to provide exceptional customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extension and merchant referrals.

The position requires the ability to greet customers, process verifications, approve loans within limits, and actively market branch products, all while maintaining compliant records.