Customer Service Representative (Loan Consultant II)

General Summary Loan Consultant II – provide exceptional customer experience while offering personal loan solutions. Focus on building a customer base through sales, loan extension, and merchant referrals. 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 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. 2–4+ 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 Qualifications Associate's or Bachelor's Degree. Bilingual Spanish/English. Compensation and Benefits Salary: $22/hr – $24/hr, based on selected candidate’s experience and performance. Eligible for Quarterly Incentive compensation based on individual and company performance guidelines. Benefits include: Medical, dental, vision. Paid time off, paid holidays. 401(k), life insurance, long-term disability. Tuition assistance, employee assistance program. Optional benefits: critical care, auto, home, and pet insurance, and other ancillary options. Work Environment Office environment. #J-18808-Ljbffr