Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Customer Service Representative (Loan Consultant II)

Lendmark Financial Services, Inc.

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 only option.” 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. GENERAL SUMMARY: 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 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 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 PREFERRED/DESIRED QUALIFICATIONS: Associates or Bachelor’s Degree Bilingual, Spanish/English COMPENSATION: The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate. This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines. WORK ENVIRONMENT: Office Environment If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!aa415a4b-8b21-40fc-a65c-70d2b25ca29a

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Customer Service Representative (Loan Consultant II) in Port Charlotte, FL vacancy
  •  ...At Lendmark Financial Services, we believe the success of our company is specifically...  ...employees and their commitment to our customers. We value each customer and understand...  ...options. GENERAL SUMMARY: The role of Loan Consultant II is to provide exceptional customer experience... 
    Suggested
    Work at office

    Lendmark Financial Services, Inc.

    Port Charlotte, FL
    11 days ago
  •  ...Provides superior service to bank customers by performing banking...  ..., handling consumer loans and expanding customer...  ...Customer Service Representatives and may occasionally...  ...staff meetings and tele-consulting calls as directed by...  ...phases of the CSR II position (transactions... 
    Suggested
    Work at office
    Flexible hours

    Liberty Savings Bank FSB

    North Port, FL
    3 days ago
  •  ...sales and marketing of Truist Mortgage Loan products within bank policies and procedures...  ...of mortgage clients for other bank services, including the qualifying package of services...  ...: The requirements listed below are representative of the knowledge, skill and/or ability... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist Inc

    Punta Gorda, FL
    3 days ago
  •  ...you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional... 
    Suggested
    Start working today
    Local area

    U-Haul

    North Port, FL
    11 days ago
  •  ...About the job About The Role Rudyb Travel is seeking a Travel Customer Service Representative (Remote) to support clients throughout every stage of their travel journey. In this client-facing role, you will serve as a trusted point of contact—from initial booking... 
    Suggested
    Remote work
    Flexible hours

    Rudyb Travel

    North Port, FL
    11 days ago
  •  ...Support donation intake, merchandising, cleaning, and other tasks as assigned by supervisors. Provide courteous and professional customer service when interacting with donors, staff, and team members. Qualifications: High school diploma or equivalent preferred. Ability to... 

    Goodwill Industries of Southwest Florida

    Port Charlotte, FL
    2 days ago
  • $69k

     ...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position...  ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    North Port, FL
    more than 2 months ago
  • $14 - $16 per hour

     ...Office Assistants are responsible for supporting sales associates, customers, and store management, processing payments and finance...  ...experience preferred Courteous and patient with strong customer service orientation Computer navigation skills, general computer knowledge... 
    Hourly pay
    Full time
    Work at office

    Rooms To Go

    North Port, FL
    5 days ago
  •  ...Customer Service Representative Since 1948, Kane's Furniture has developed a well-earned reputation for offering a wide variety of quality furnishings, all at affordable prices. From living rooms, bedrooms and dining rooms to accessories and more, you'll always find the... 
    Local area
    Weekend work
    Afternoon shift

    Kane's Furniture

    Port Charlotte, FL
    4 days ago
  •  ...Customer Service Representative FASTSIGNS #174101 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive...  ...helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning... 

    FastSigns

    North Port, FL
    5 days ago
  • $42.6k - $92k

     ...Join Florida One Insurance as a Full-Time Bilingual Customer Service Representative Are you passionate about helping people and fluent in both English and Spanish? Step into a dynamic, customer-focused role at Florida One Insurance , where your communication skills and... 
    Full time

    florida one insurance

    Port Charlotte, FL
    1 day ago
  •  ...Customer Service Associate For more than 70 years, MasterBrand has been shaping the places where people come together, enriching lives and creating meaningful memories for our customers. We are the #1 manufacturer of residential cabinets in North America, and our associates... 
    Part time
    Local area

    MasterBrand Cabinets

    Punta Gorda, FL
    13 hours ago
  •  ...Job Title: Customer Service Representative Employer: Lowe’s Job Description: As a Customer Service Representative at Lowe’s, you will be responsible for providing exceptional customer service by assisting customers with inquiries, resolving issues, and providing... 

    Lowe's

    Punta Gorda, FL
    1 day ago
  •  ...Seeking a dynamic individual to enhance customer experiences by providing friendly assistance, managing transactions, and maintaining store organization. Bring your strong communication and problem-solving skills to a supportive environment with great benefits and growth... 

    Dollar Tree

    Port Charlotte, FL
    2 days ago
  •  ...Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Customer Service Representative, you... 
    Weekly pay
    Temporary work
    Local area
    Flexible hours
    Shift work

    Circle K

    Punta Gorda, FL
    4 days ago
  •  ...As a Customer Service Associate (CSA) you are the friendly face that puts the Wow in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is committed to putting people first, doing the right thing, Customer Service, Associate... 

    Wawa

    Port Charlotte, FL
    1 day ago
  • $15 - $17 per hour

     ...senior care, we offer paid training and are willing to train compassionate individuals ready to make a difference. Why Caring Senior Service Caregiving is more than a job, it’s a calling. At Caring Senior Service, we believe the work you do matters, and we are committed... 
    Bi-weekly pay
    Part time
    Relief
    Work at office
    Immediate start
    Flexible hours
    Night shift
    Weekend work

    Caring.com

    Port Charlotte, FL
    3 days ago
  • $13 - $16 per hour

    Ace Hardware Cashiers and Customer Service Associates assist customers with purchases, operate the register, help customers locate tools and hardware items, answer basic home improvement questions, restock shelves, organize merchandise, and help maintain store cleanliness... 
    Hourly pay
    Full time
    Flexible hours

    Ace Hardware

    Punta Gorda, FL
    2 days ago
  • $14 - $18 per hour

    Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position... 
    Hourly pay
    Full time

    Tractor Supply

    North Port, FL
    2 days ago
  • Embrace the opportunity to become a Customer Service Associate at Wawa! Deliver outstanding customer service, operate POS systems, and keep our store inviting. If you thrive in a fast-paced environment and enjoy helping others, this is your chance to

    Wawa

    North Port, FL
    2 days ago
  •  ...Job Description Job Description TrueHeritage Staffing is seeking a Customer Service Representative (CSR) for a well-established insurance agency in the Lake Suzy area. This is an excellent opportunity for someone who enjoys building relationships with clients while... 
    Work at office

    TrueHeritage Staffing

    North Port, FL
    28 days ago
  • $750 per week

     ...insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative... 
    Part time
    Casual work
    Remote work
    Flexible hours

    AFG

    Punta Gorda, FL
    4 days ago
  • Cheney Brothers, a Florida-based food service distributor, seeks an entry-level accounting professional under supervision to maintain financial transaction data and prepare reports. The role involves preparing journal entries, posting to the general ledger, and assisting... 

    Performance Food Group

    Punta Gorda, FL
    2 days ago
  •  ...learning experiences, comprehensive benefit packages and endless opportunities to grow their career. We know the best way to back our customers is to back our people. Join our innovative family of industry leaders who never stop investing in the future. Job Description... 
    Local area

    Performance Food Group

    Punta Gorda, FL
    3 days ago
  •  ...materials, value-added components and building services to the professional market. The #1 name...  .... The requirements listed below are representative of the knowledge, skill, and/or ability...  ...education and experience. Competencies Customer service skills Good verbal and written... 
    Work at office

    Builders FirstSource

    Punta Gorda, FL
    2 days ago
  •  ...Care is part of Harmony United Healthcare LLC. We are a network of outpatient mental health clinics. We provide comprehensive, full-service outpatient mental health services in Florida through in-person and virtual visits through a secure online telehealth platform. Our... 
    Full time
    Work at office
    Shift work

    Harmony United Psychiatric Care

    Port Charlotte, FL
    4 days ago
  • $37k - $43k

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Patrice Weston - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful... 

    Patrice Weston - State Farm Agent

    Port Charlotte, FL
    4 days ago
  •  ...Care is part of Harmony United Healthcare LLC. We are a network of outpatient mental health clinics. We provide comprehensive, full-service outpatient mental health services in Florida through in-person and virtual visits through a secure online telehealth platform. Our... 
    Internship
    Work at office
    Flexible hours

    Harmony United Psychiatric Care

    Port Charlotte, FL
    4 days ago
  • $50k - $75k

     ...Independent Contractor Agent Position Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered...  ...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... 
    For contractors

    Dean Mcconville - State Farm Agent

    North Port, FL
    13 hours ago
  •  ...our rapidly growing team. We are looking for a Call Center Representative that will be the liaison between our company and its current...  ...quantitative targets Qualifications Previous experience in a customer support role Track record of over‑achieving quota Strong phone... 

    RejuvenX

    Port Charlotte, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Service Representative (Loan Consultant II). Be the first to apply!