Loan Solutions Specialist I — Personal Lending & Service

Lendmark Financial Services LLC; Morganton (NC); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Paid time off & holidays

Life insurance

Job summary

Lendmark Financial Services is seeking a Loan Consultant I to provide outstanding customer experiences and develop a local customer base through sales, loan extensions, and merchant referrals. You will drive business through relationship-building, ensure compliance, and meet monthly goals while accurately processing transactions.

The role emphasizes customer service, attention to detail, and teamwork in a busy branch environment.

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 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

Excellent communication skills

Customer service skills

Cash handling

Computer skills

Ability to work with minimum supervise

Proficient with Microsoft Windows, and

Excel and Word knowledge

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services is seeking a Loan Consultant I to provide outstanding customer experiences and develop a local customer base through sales, loan extensions, and merchant referrals. You will drive business through relationship-building, ensure compliance, and meet monthly goals while accurately processing transactions.

The role emphasizes customer service, attention to detail, and teamwork in a busy branch environment.