Customer Service Representative (Loan Consultant II)
at Lendmark Financial Services
Oshkosh, WI
Posted: 12-19-2024
Finance
$48,228/year
Apply to this job
You’ll be taken to a third party website to find the job application. You got this!
About this Career
Loan Officers
Skills
Customer Service, Cash Register, Loans, Management, Communication, Loan Closing, Telephone Skills, Deposit Accounts, Microsoft Windows, Multilingualism, Report Writing, Alternative Financial Services, Sales, Bilingual (Spanish/English), Computer Literacy, Cash Handling
Job Description
Customer Service Representative (Loan Consultant II) 3.0 3.0 out of 5 stars Oshkosh, WI 54902 $20
- $24 an hour
- Full-time Lendmark Financial Services 242 reviews $20
- $24 an hour
- Full-time 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.
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 ApplicationsPREFERRED/DESIRED QUALIFICATIONS
Associates or Bachelor's Degree Bilingual, Spanish/EnglishCOMPENSATION
The salary range for this position is $20.00- $24.
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!Other Job Posting Details
Salary
Minimum
Maximum
$41,600/yr
$49,920/yr