Loan Solutions Specialist II

Lendmark Financial Services

Scottsboro (AL)

On-site

USD 40,000 - 55,000

Full time

14 days+

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Job summary

The Loan Consultant II role at Lendmark Financial Services focuses on delivering exceptional customer experiences while providing personal loan solutions. It emphasizes building a customer base through sales, loan extensions and merchant referrals, with success measured by customer experience, business generation, compliance, and monthly goal attainment.

The position requires strong communication skills and the ability to work with minimum supervision in an office setting; benefit programs and

Qualifications

  • High School Diploma or GED from accredited institution.
  • 2-4+ 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, and make recommendations regarding loan approvals.
  • Approve loans up to established lending limits and 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.

Skills

Customer service
Cash handling
Communication
Office software
Supervision

Education

High School Diploma or GED
Associates or Bachelor’s Degree

Tools

Microsoft Windows
Microsoft Excel
Microsoft Word

Job description

The Loan Consultant II role at Lendmark Financial Services focuses on delivering exceptional customer experiences while providing personal loan solutions. It emphasizes building a customer base through sales, loan extensions and merchant referrals, with success measured by customer experience, business generation, compliance, and monthly goal attainment.

The position requires strong communication skills and the ability to work with minimum supervision in an office setting; benefit programs and

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