Loan Consultant
2 months ago
We are seeking a skilled Loan Consultant to join our team at Lendmark Financial Services. As a Loan Consultant, you will be responsible for providing exceptional customer experience while providing personal loan solutions. This role focuses on building a customer base through sales, loan extension, and merchant referrals. Success in this role will be based on creating a positive customer experience, generating 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.
- 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
- Associates or Bachelor's Degree
- Bilingual, Spanish/English
- The salary range for this position is $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.
- Office Environment
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