Customer Service Representative (Loan Consultant II - CA) at Lendmark Financial Services in Lodi CA 0256

Job description

• The role of Loan Consultant II (CA) is to provide 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, 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.

Requirements

• High School Diploma or GED from accredited institution
• 2-4 plus 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
• Associates or Bachelor’s Degree
• Bilingual, Spanish/English

Skills

Required

• Cash handling
• Computer skills
• Customer service skills
• Ability to work with minimum supervision
• Excellent communication skills

Preferred

• Bilingual, Spanish/English

Benefits

• Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.
• The salary range for this position is $23.00 - $25.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.
• This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.