Customer Service Representative (Loan Consultant I)

$37,440 - $43,680/Yr

Lendmark Financial Services - Slidell, LA

Full-time - Entry Level

Slidell, LA

Credit Intermediation and Related Activities

About the position

The Loan Consultant I at Lendmark Financial Services is responsible for providing exceptional customer service while offering 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 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

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid holidays