Lendmark Financial Services · 2 weeks ago
Customer Service Representative (Loan Consultant I)-2 Month Assignment
Lendmark Financial Services is committed to providing exceptional customer service and personal loan solutions. The Loan Consultant I role focuses on building a customer base through sales, loan extensions, and merchant referrals while ensuring compliance and achieving monthly goals.
Financial Services
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, make recommendations regarding loan approvals; approve loans up to established lending limits, 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
Qualification
Required
High School Diploma or GED from accredited institution
0-2 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
collections: 1 year (Required)
Turlock, CA: Relocate before starting work (Required)
Preferred
Associates or Bachelor's Degree
Bilingual, Spanish/English
Benefits
Medical
Dental
Vision benefits
Paid time off
Paid holidays
401(k)
Life insurance
Long-term disability
Tuition assistance
Employee assistance program
Critical care
Auto insurance
Home insurance
Pet insurance
Other ancillary insurance options
Company
Lendmark Financial Services
Lendmark Financial Services is a financial services company offering personalized loan solutions and debt consolidation loans services.
Funding
Current Stage
Late StageTotal Funding
$400M2025-06-23Debt Financing· $400M
2019-06-24Acquired
Recent News
Lendmark Financial Services, LLC
2025-11-03
Company data provided by crunchbase