Customer Service Representative - Loan Consultant II

Lendmark Financial Services, LLC
Woodbridge, VA
Sep 09, 2021
Sep 20, 2021
Customer Service
Full Time
Excited to grow your career?We value our talented employees, and whenever possible we strive to promote from within. If you believe one of the open positions is right for you, we encourage you to apply!Our people make all the difference in our success.A' Thank you for making Lendmark your Employer of Choice! GENERAL SUMMARY: The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions.A' This position focuses on building a customer base through sales, loan extension and merchant referrals.A' Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy. MAJOR DUTIES / RESPONSIBILITIESGreet, 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. BASIC REQUIREMENTS:High school diploma or comparable education or related training2-4 A' plus years consumer finance or related experienceCash handling; computer skills; customer service skillsAbility to work with minimum supervisionExcellent communication skillsProficient working knowledge of Microsoft Windows, Excel and Word Applications PREFERRED/DESIRED QUALIFICATIONS:Associates or Bachelor's DegreeBilingual, Spanish/English WORK ENVIRONMENT: Office EnvironmentPlease note that you must be in your current position for a minimum of 6 months to be eligible to apply for other internal positions.A' Policy can be reviewed at this link.