Loan Solutions & Customer Experience Specialist

Lendmark Financial Services; Town of Lancaster (NY); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Lendmark Financial Services is seeking a Loan Consultant II in a fast-paced branch environment in the United States. The role focuses on delivering exceptional customer experience while providing personal loan solutions, growing the customer base through sales, extensions, and merchant referrals.

The position emphasizes creating a positive customer journey, meeting monthly goals, ensuring compliance, and accurate documentation.

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 working knowledge of Microsoft Windows, Excel and Word Applications

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.
• Perform all other duties as assigned by management.

Skills

Customer service

Communication

Bilingual Spanish/English

Attention to detail

Ability to work with minimal supervise

Cash handling

Education

High School Diploma or GED

Associate or Bachelor’s Degree (preferred)

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Loan Consultant II in a fast-paced branch environment in the United States. The role focuses on delivering exceptional customer experience while providing personal loan solutions, growing the customer base through sales, extensions, and merchant referrals.

The position emphasizes creating a positive customer journey, meeting monthly goals, ensuring compliance, and accurate documentation.