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Customer Service Representative (Loan Consultant I)

Lendmark Financial

Skills

Required

  • Windows
  • Excel
  • Word Applications

Preferred

  • process payments, distributions
  • established lending limits
  • complete loan closings
  • transaction documentation
  • record and file documentation

About Lendmark Financial

  • 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.”

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.

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

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

Pay

  • 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.

Benefits

  • 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.

Work environment

Office Environment

Career

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!