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Lendmark Financial Services · 1 week ago

Customer Service Representative (Loan Consultant I)-2 Month Assignment

Charlotte, NC

Full-time

Onsite

New Grad, Entry Level

$18/hr - $24/hr

0+ years exp

Lendmark Financial Services is dedicated to providing exceptional customer experiences and is seeking a Loan Consultant I to deliver personal loan solutions. This 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