Job Details

At Lendmark Financial Services, our success depends on the commitment and quality of our team members. We are dedicated to providing outstanding service to our customers, as we recognize their preference for working with individuals who genuinely care. This dedication distinguishes us from our competitors, and we take pride in our team's success. We continually strive for excellence, guided by our motto: "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and their dependents, including medical, dental, and vision insurance, paid time off, holidays, a 401(k), life insurance, long-term disability, tuition assistance, and an employee assistance program. Optional benefits include critical care, auto, home, and pet insurance, along with a variety of ancillary insurance options.

GENERAL SUMMARY:

The Customer Loan Consultant is instrumental in delivering an outstanding customer experience by providing personalized loan solutions. This position focuses on building a strong customer base through effective sales strategies, loan renewals, and merchant referrals. Your success will be measured by the quality of customer interactions, the generation of new business, adherence to compliance, and the achievement of monthly performance goals with exceptional accuracy.

MAJOR DUTIES/RESPONSIBILITIES:

• Welcome and assist customers who enter the office or call; process credit and employment verifications; manage payments and distributions; provide recommendations related to loan approvals; approve loans within prescribed lending limits; facilitate loan closings; and engage in account activities for collections through effective communication.
• Prepare reports, correspondence, and transaction documentation while maintaining precise records; handle cash drawer operations, process bank deposits, and ensure financial records balance; assist in closing the branch efficiently.
• Actively promote all branch products and services to potential customers.
• Perform additional duties as assigned by management.

BASIC REQUIREMENTS:

• High School Diploma or GED from an accredited institution.
• 0-2 years of experience in consumer finance or a related field.
• Experience with cash handling; proficient computer skills; excellent customer service abilities.
• Ability to work independently with minimal supervision.
• Strong communication skills.
• Proficient in Microsoft Windows, Excel, and Word applications.

PREFERRED/DESIRED QUALIFICATIONS:

• Associate's or Bachelor's Degree.
• Bilingual in Spanish and English.

COMPENSATION:

• We offer a competitive salary for this position, taking into account job responsibilities and the candidate's qualifications, skills, and experience.
• This role includes eligibility for quarterly incentive compensation based on individual and company performance metrics.

WORK ENVIRONMENT:

• Office Environment.

If you are seeking a fast-paced, growing, and team-oriented culture, we encourage you to explore a fulfilling career with us!