Loan Solutions Specialist — Customer Service

Lendmark Financial Services LLC; Pennsylvania; Hybrid; USD 32,000 - 42,000; Full time

Job summary

Lendmark Financial Services LLC is seeking a Customer Service Representative (Loan Consultant I) in Wexford, PA. The role focuses on delivering exceptional customer experiences, facilitating personal loan solutions, and driving branch sales through referrals and cross-selling.

Responsibilities include greeting customers, processing verifications, loan approvals within limits, and maintaining accurate records. Excellent communication and basic computer skills are essential.

Qualifications

• High School Diploma or GED required.
• 0-2 years consumer finance or related experience preferred.
• Cash handling, computer skills, customer service skills.
• Ability to work with minimal supervision.

Responsibilities

• Greet, assist and solicit individuals entering the office and on the phone.
• Process payments and bank transactions; verify and record information.
• Market branch products/services to customers and verify loan details.
• Complete loan closings, manage related account activities and collections calls.

Skills

Cash handling

Customer service

Excellent communication

Bilingual (Spanish/English)

Ability to work with minimum supervis

Education

High School Diploma or GED

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Customer Service Representative (Loan Consultant I) in Wexford, PA. The role focuses on delivering exceptional customer experiences, facilitating personal loan solutions, and driving branch sales through referrals and cross-selling.

Responsibilities include greeting customers, processing verifications, loan approvals within limits, and maintaining accurate records. Excellent communication and basic computer skills are essential.