Loan Solutions Specialist - Customer Care & Sales

Lendmark Financial Services LLC

Salem (VA)

On-site

USD 28,000 - 30,000

Full time

3 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
Paid time off
Paid holidays
401(k)
Life insurance
Long-term disability
Tuition assistance
Employee assistance program

Job summary

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

Success depends on creating customer experiences, generating business, complying with policies, and meeting monthly goals. Responsibilities include processing verifications, assisting customers, and promoting branch products, with a strong emphasis on

Qualifications

  • High School Diploma or GED required; 0–2 years consumer finance or related experience preferred.
  • Cash handling; computer skills; customer service skills.
  • Excellent communication skills; able to work with minimal supervision.
  • Proficient in Microsoft Windows, Excel and Word applications.

Responsibilities

  • Greet, assist and solicit individuals entering the office and by phone.
  • Receive and process credit and employment verifications and record information.
  • 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; phone and face-to-face with customers.
  • Prepare reports, correspondences, transaction documentation, and file documentation; operate cash drawer and deposits.
  • Actively market all branch products and services to individuals.

Skills

Cash handling
Customer service
Communication skills
Computer skills

Education

High School Diploma or GED
Associates or Bachelor's Degree

Tools

Microsoft Excel
Word
Microsoft Windows

Job description

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

Success depends on creating customer experiences, generating business, complying with policies, and meeting monthly goals. Responsibilities include processing verifications, assisting customers, and promoting branch products, with a strong emphasis on

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