Customer Service Representative (Loan Consultant II)
Lendmark Financial Services, Mount Vernon, WA, United States
General Summary
The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Success will be based on creating customer experience, generating business, maintaining compliance, attaining monthly goals, and ensuring 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, 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 close 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.
2–4 plus years of consumer finance or related experience.
Cash handling, computer, and 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
Associate’s or Bachelor’s Degree.
Bilingual in Spanish/English.
Compensation The salary range for this position is $22/hr – $24/hr per hour, based on the specific knowledge, skills, abilities and/or experience of the selected candidate. This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.
Work Environment Office environment.
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.
If you are interested in a fast‑paced, high‑growth, team‑oriented and great culture environment, you’ll enjoy a career with us!
Lendmark Financial Services
#J-18808-Ljbffr
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, 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 close 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.
2–4 plus years of consumer finance or related experience.
Cash handling, computer, and 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
Associate’s or Bachelor’s Degree.
Bilingual in Spanish/English.
Compensation The salary range for this position is $22/hr – $24/hr per hour, based on the specific knowledge, skills, abilities and/or experience of the selected candidate. This position is eligible for quarterly incentive compensation based on individual and company performance guidelines.
Work Environment Office environment.
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.
If you are interested in a fast‑paced, high‑growth, team‑oriented and great culture environment, you’ll enjoy a career with us!
Lendmark Financial Services
#J-18808-Ljbffr