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
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
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
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