Personal Loan Advisor – Growth & Incentives

Lendmark Financial Services LLC; Sedalia (MO); On-site; USD 33,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

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 is seeking a Loan Consultant I in Sedalia, MO. The role centers on delivering exceptional customer experience while offering personal loan solutions and building a customer base through sales, loan extensions, and referrals.

Success depends on creating a superior customer experience, achieving monthly goals, ensuring compliance, and accurate documentation. The position emphasizes growth, teamwork, and a customer-focused approach in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• Cash handling; computer skills; customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Windows, Excel and Word.

Responsibilities

• Greet, assist and solicit individuals entering the office; 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.
• Perform all other duties as assigned by management.

Skills

Cash handling

Customer service

Communication skills

Independent work

Microsoft Windows

Excel

Word

Education

High School Diploma or GED

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC is seeking a Loan Consultant I in Sedalia, MO. The role centers on delivering exceptional customer experience while offering personal loan solutions and building a customer base through sales, loan extensions, and referrals.

Success depends on creating a superior customer experience, achieving monthly goals, ensuring compliance, and accurate documentation. The position emphasizes growth, teamwork, and a customer-focused approach in a fast-paced environment.