Loan Consultant

Job Summary:

The Loan Consultant I provides exceptional customer experience while delivering personalized loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals. Success is measured by creating a positive customer experience, generating business, ensuring compliance, meeting monthly goals, and maintaining accuracy.

Key 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 a 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.

Requirements:

• High School Diploma or GED from an accredited institution.
• 0-2 years of 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 Qualifications:

• Associates or Bachelor's Degree.
• Bilingual, Spanish/English.

Compensation:

• The salary range for this position is $18.00 - $21.00 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.