Personal Loan Consultant - Customer Experience

Lendmark Financial Services LLC; Durham (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k)

Life insurance

Long-term disability

Tuition assistance

Employee assistance program

Optional insurances

Job summary

The Loan Consultant I at Lendmark Financial Services delivers exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Success depends on creating a memorable customer experience, driving business, ensuring compliance and achieving monthly goals with accuracy. We seek individuals with strong communication and cash-handling skills who can work with minimal supervision.

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 callers 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, 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

Excellent communication

Ability to work with minimal监督

Education

Associates or Bachelor’s Degree

Tools

Microsoft Windows

Excel

Word

Job description

The Loan Consultant I at Lendmark Financial Services delivers exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extension and merchant referrals.

Success depends on creating a memorable customer experience, driving business, ensuring compliance and achieving monthly goals with accuracy. We seek individuals with strong communication and cash-handling skills who can work with minimal supervision.