Customer Service Representative (Loan Consultant I)
- Gonzales, United States
- Entry Level
- Bachelor's degree
- Posted
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!
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