Loan Solutions Specialist - Customer Care & Sales

Lendmark Financial Services LLC; Saint Charles (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Lendmark Financial Services LLC in Missouri is seeking a Loan Consultant I to deliver outstanding customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and referrals.

You will process verifications, handle payments, assist with loan closings, and actively market branch products in a fast-paced environment that values teamwork and compliance.

Qualifications

• High School Diploma or GED from accredited institution.
• 0-2 years consumer finance or related experience.
• Cash handling; computer skills; customer service skills.
• Proficient working knowledge of Microsoft Windows, Excel and Word Applications.
• Associates or Bachelor’s Degree preferred; bilingual Spanish/English.

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.
• 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

Cash handling

Customer service

Microsoft Excel

Microsoft Word

Education

High School diploma or GED

Associates or Bachelor's Degree

Job description

Lendmark Financial Services LLC in Missouri is seeking a Loan Consultant I to deliver outstanding customer experience while offering personal loan solutions. The role focuses on building a customer base through sales, loan extensions and referrals.

You will process verifications, handle payments, assist with loan closings, and actively market branch products in a fast-paced environment that values teamwork and compliance.