Lendmark Financial Services - Evans, CO

posted 7 days ago

Full-time - Entry Level
Evans, CO
1-10 employees
Credit Intermediation and Related Activities

About the position

The Loan Consultant I at Lendmark Financial Services is responsible for providing exceptional customer service while facilitating personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success measured by customer experience, business generation, compliance, and goal attainment.

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 and 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 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 experience
  • Computer skills
  • Customer service skills
  • Ability to work with minimum supervision
  • Excellent communication skills
  • Proficient working knowledge of Microsoft Windows, Excel, and Word applications.

Nice-to-haves

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

Benefits

  • Paid holidays
  • Disability insurance
  • Health insurance
  • Dental insurance
  • 401(k)
  • Tuition reimbursement
  • Paid time off
  • Employee assistance program
  • Vision insurance
  • Life insurance
  • Pet insurance
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