Loan Solutions Specialist

Lendmark Financial Services LLC; Santa Ana (CA); On-site; USD 32,000 - 34,000; Full time

Job summary

Lendmark Financial Services LLC in Santa Ana, CA hires a Loan Consultant II (CA) to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extensions, and merchant referrals, with a focus on compliance and achieving monthly goals.

The role requires strong communication, cash handling, and proficiency with Microsoft Windows, Excel, and Word.

Qualifications

• High School Diploma or GED required.
• 2-4+ years consumer finance or related experience.
• Excellent communication skills; bilingual Spanish/English preferred.
• Cash handling and basic computer skills.

Responsibilities

• Greet and assist customers entering the office and by phone; process credit and employment verifications.
• Process payments, distributions, and loan approvals.
• Approve loans up to lending limits and close loans.
• Handle account activities related to collections and customer communications.
• Prepare reports, maintain records and cash drawer; balance and close the branch.
• Actively market branch products and services to individuals.
• Meet monthly goals and ensure compliance.

Skills

Sales

Customer service

Credit knowledge

Cash handling

Bilingual Spanish/English

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in Santa Ana, CA hires a Loan Consultant II (CA) to deliver exceptional customer experience while providing personal loan solutions. You will build a customer base through sales, loan extensions, and merchant referrals, with a focus on compliance and achieving monthly goals.

The role requires strong communication, cash handling, and proficiency with Microsoft Windows, Excel, and Word.