Customer Service Representative (Loan Consultant I)

$18 - $21/Yr

Lendmark Financial Services - Waynesburg, PA

- Entry Level

Waynesburg, PA

Credit Intermediation and Related Activities

About the position

The Loan Consultant I provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

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 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

Nice-to-haves

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

Benefits

• 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