Customer Service Representative (Loan Consultant II)
Company: Lendmark Financial Services, LLC
Location: Holts Summit
Posted on: January 16, 2022
At Lendmark Financial Services, we believe the success of our
company is specifically attributable to the quality of our
employees and their commitment to our customers. We value each
customer and understand that people want to do business with people
who care. That's one way we differ from our competitors. We are
proud of what we as a team have accomplished. We will always strive
for improvement, our motto since day one has been "Success is the
The role of Loan Consultant II 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.
MAJOR DUTIES / 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
Approve loans up to established lending limits and complete loan
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
Actively market all branch products and services to
Perform all other duties as assigned by management.
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
Associates or Bachelor's Degree
If you are interested in a fast paced, high growth, team oriented
and great culture environment, you'll enjoy a career with us!
Keywords: Lendmark Financial Services, LLC, Columbia , Customer Service Representative (Loan Consultant II), Sales , Holts Summit, Missouri
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