Loan Solutions Specialist

Lendmark Financial Services LLC

Spokane Valley (WA)

On-site

USD 2,755,000 - 3,306,000

Full time

13 days ago
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Job summary

Lendmark Financial Services in Spokane Valley, WA is seeking a Loan Consultant I who delivers exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

Success is measured by customer experience, business generation, compliance and monthly goals. You will greet visitors, process verifications and loan steps, handle payments, and actively market branch products.

Qualifications

  • High School Diploma or GED from accredited institution.
  • 0-2 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, make recommendations regarding loan approvals; approve loans up to established lending limits, 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
Communication skills
Independent work

Education

High school diploma or GED
Associates or Bachelor's degree (preferred)

Tools

Microsoft Windows
Excel
Word

Job description

Lendmark Financial Services in Spokane Valley, WA is seeking a Loan Consultant I who delivers exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extensions and merchant referrals.

Success is measured by customer experience, business generation, compliance and monthly goals. You will greet visitors, process verifications and loan steps, handle payments, and actively market branch products.

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