Customer Service Representative (Loan Consultant I-CA)

General Summary Loan Consultant I (CA) provides exceptional customer experience while delivering personal loan solutions. The role focuses on building a customer base through sales, loan extensions, and merchant referrals. 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, complete loan closings, and handle account activities related to collections, 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. Basic Requirements High School Diploma or GED from an accredited institution. 0-2 years of consumer finance or related experience. Cash handling, computer, and customer service skills. Ability to work with minimum supervision. Excellent communication skills. Proficient working knowledge of Microsoft Windows, Excel and Word. Preferred / Desired Qualifications Associate’s or Bachelor’s Degree. Bilingual in Spanish and English. Compensation The salary range for this position is $20.00-$23.00 per hour, based on the candidate’s knowledge, skills, abilities, and experience. The position is eligible for a quarterly incentive compensation based on individual and company performance guidelines. Benefits Medical, dental, vision benefits; paid time off; paid holidays; 401(k); life insurance; long-term disability; tuition assistance; employee assistance program. Optional benefits include critical-care, auto, home and pet insurance, as well as other ancillary insurance options. Work Environment Office environment. #J-18808-Ljbffr Lendmark Financial Services LLC