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Financial Services Customer Experience Expert

2 months ago


Lancaster, Lancashire, United Kingdom Lendmark Financial Services Full time
Job Summary

Lendmark Financial Services is seeking a highly skilled Customer Service Representative - Loan Consultant to provide exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals. Success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and 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 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 an 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 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