Customer Service Representative (Sr. Loan Consultant)
Required skills
- consumer finance
- lending software
- Microsoft Windows
- Excel
- Word
- loan decisions
- process consumer loans
- close consumer loans
- collect accounts
- business development
Nice to have
- Associates Degree
- Bilingual
- Spanish/English
Role summary
Lendmark Financial Services is seeking a Sr. Loan Consultant to support branch operations and customer satisfaction. This role involves overseeing branch efficiency, managing and motivating staff to meet profitability and lending goals, making loan decisions, processing and closing consumer loans, and collecting delinquent accounts. The position also requires assisting with business development, implementing customer solutions, and supporting the Branch Manager with hiring, training, and performance reviews. A high school diploma, 5+ years of consumer finance experience, and proficiency in industry software and Microsoft Office are required. An Associate's or Bachelor's degree and bilingual Spanish/English skills are preferred.
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 Sr. Loan Consultant is to support the Branch Manager by overseeing the efficient operation of the branch and ensuring all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and staff.
MAJOR DUTIES/RESPONSIBILITIES:
- Assist with the management and motivation of the staff to meet goals and objectives relating to branch profitability, volume, lending, credit quality, collections and expense.
- Make loan decisions up to established lending limits or recommend loan decisions; process consumer loans; close consumer loans; collect accounts in varying stages of delinquency.
- Assist branch manager with business development relationships within the community. Sell products and services to meet sales goals.
- Assist customers with the implementation of solutions and monitor overall customer satisfaction.
- Assist branch manager with matters regarding hiring, staffing, training, performance reviews and terminations as applicable.
- Ensure a high quality of customer service.
- All other duties as assigned.
BASIC REQUIREMENTS:
- High School Diploma or GED from accredited institution
- 5 plus years consumer finance or related experience
- Ability to work with minimum supervision
- Excellent communication skills
- Proficient working knowledge of industry or related industry lending software, 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!
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