Customer Service Representative - Loan Consultant I (CA) - 2 MONTH ASSIGNMENT jobs in United States
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Lendmark Financial Services · 17 hours ago

Customer Service Representative - Loan Consultant I (CA) - 2 MONTH ASSIGNMENT

Lendmark Financial Services is dedicated to providing exceptional customer experiences and personal loan solutions. The Loan Consultant I (CA) is responsible for building a customer base through sales and ensuring compliance while 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

Customer service skillsCash handlingMicrosoft ExcelMicrosoft WordBilingualSpanish/EnglishCommunication skillsWork independently

Required

High School Diploma or comparable education or related training
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

Preferred

Associates or Bachelor's Degree
Bilingual, Spanish/English

Company

Lendmark Financial Services

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Lendmark Financial Services is a financial services company offering personalized loan solutions and debt consolidation loans services.

Funding

Current Stage
Late Stage
Total Funding
$400M
2025-06-23Debt Financing· $400M
2019-06-24Acquired

Leadership Team

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Bobby Aiken
President and CEO
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Company data provided by crunchbase