Loan Solutions Specialist - Customer Experience & Growth

Lendmark Financial Services LLC; Columbia (SC); On-site; USD 38,000 - 52,000; Full time

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

Critical care insurance

Auto insurance

Home insurance

Pet insurance

Job summary

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

You will be evaluated on creating a positive customer journey, generating business, maintaining compliance, and achieving monthly goals with accurate documentation.

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 in 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.

Skills

Customer service

Cash handling

MS Excel

MS Word

Communication

Spanish/English

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

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

You will be evaluated on creating a positive customer journey, generating business, maintaining compliance, and achieving monthly goals with accurate documentation.