Loan Solutions Specialist II - Customer Care & Growth

Lendmark Financial Services LLC; Port Charlotte (FL); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision benefits

Paid time off

401(k) plan

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Job summary

Lendmark Financial Services in Port Charlotte, FL seeks a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experience while expanding loan solutions. Responsibilities include greeting clients, processing verifications, and guiding loan decisions.

The role emphasizes sales, timely processing, and accurate documentation. Candidates should have high school or GED, 2–4+ years in consumer finance, strong communication, and computer skills.

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.
• Associates or Bachelor’s Degree preferred.
• Bilingual, Spanish/English preferred

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

Cash handling

Computer skills

Customer service

Excellent communication

Minimum supervision

Bilingual Spanish/English

Education

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services in Port Charlotte, FL seeks a Customer Service Representative (Loan Consultant II) to deliver exceptional customer experience while expanding loan solutions. Responsibilities include greeting clients, processing verifications, and guiding loan decisions.

The role emphasizes sales, timely processing, and accurate documentation. Candidates should have high school or GED, 2–4+ years in consumer finance, strong communication, and computer skills.