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Customer Service Representative, Loan Consultant II
Lendmark Financial ServicesCustomer Service Representative providing exceptional customer experience in personal loan solutions at Lendmark Financial Services. Focusing on sales, loan extensions and merchant referrals.
About the role
Key responsibilities & impact- 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, and make recommendations regarding loan approvals
- Approve loans up to established lending limits and 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
What you’ll need- High School Diploma or GED from accredited institution
- 2-4 plus 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
Benefits
Comp & perks- medical, dental, vision benefits
- paid time off
- paid holidays
- 401(k)
- life insurance
- long-term disability
- tuition assistance
- employee assistance program
- optional benefits such as critical care, auto, home and pet insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash handlingloan processingcredit verificationemployment verificationreport preparationtransaction documentationaccount managementcollection activitiespayment processingbranch operations
Soft Skills
customer servicecommunicationmarketingrecommendationindependenceinterpersonal skillsorganizational skillsproblem-solvingattention to detailteam collaboration
Certifications
High School DiplomaGED