Senior Loan Consultant

Lendmark Financial Services LLC; Knightdale (NC); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

Lendmark Financial Services LLC is seeking a Loan Consultant I in Knightdale, NC. The role focuses on delivering exceptional customer experiences while providing personal loan solutions and driving loan extensions through customer acquisition and merchant referrals.

As part of the team, you will build a customer base, ensure compliance, achieve monthly goals, and maintain accurate records. This position emphasizes customer service, sales, and a thorough understanding of lending processes.

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.

Responsabilités

• 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, 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.

Connaissances

Cash handling

Customer service

Communication

Independent work

Self-motivation

Formation

High School Diploma or GED

Associates or Bachelor’s Degree

Outils

Windows

Excel

Word

Description du poste

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.” Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long‑term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

GENERAL SUMMARY

The Loan Consultant I provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

MAJOR DUTIES/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, 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.

BASIC REQUIREMENTS

• 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

PREFERRED/DESIRED QUALIFICATIONS

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

COMPENSATION

• The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.
• This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT

Office Environment If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us! Since 1996, with over 30 years of personalized lending, Lendmark Financial Services has been serving the personal lending needs of customers underserved by traditional banks. Today, with over 500 branches in 24 states from coast to coast, Lendmark continues to grow with superior, reliable and consistent financial services that make a difference in people’s lives.