Customer Service Representative (Loan Consultant II)

$41,600 - $49,920/Yr

Lendmark Financial Services - Corpus Christi, TX

Full-time - Entry Level

Corpus Christi, TX

251-500 employees

Credit Intermediation and Related Activities

About the position

The Loan Consultant II at Lendmark Financial Services is responsible for providing exceptional customer experiences while offering personal loan solutions. This role emphasizes building a customer base through sales, loan extensions, and merchant referrals, with success measured by customer satisfaction, 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, 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.
• 2-4 plus years of consumer finance or related experience.
• Cash handling experience.
• Strong computer skills.
• Excellent 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, and vision benefits.
• Paid time off and paid holidays.
• 401(k) plan.
• Life insurance.
• Long-term disability insurance.
• Tuition assistance.
• Employee assistance program.
• Optional benefits such as critical care, auto, home, and pet insurance.