Loan Solutions Specialist: Customer Experience

Lendmark Financial Services

South Boston (VA)

On-site

USD 28,000 - 30,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits

Quarterly incentive compensation

Job summary

Lendmark Financial Services in Virginia seeks a Loan Consultant I to deliver exceptional customer experience while providing personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals, with emphasis on compliance, monthly goals, and accurate record-keeping.

You will greet clients, process verifications and loan transactions, actively market branch products, and support daily operations.

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; 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.