Lendmark Financial Services · 16 hours ago
Customer Service Representative (Loan Consultant I) Temporary to Permanent
Lendmark Financial Services is a company that values the quality of its employees and their commitment to customer service. The Loan Consultant I role focuses on providing exceptional customer experiences while offering personal loan solutions and building a customer base through sales and referrals.
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
Preferred
Associates or Bachelor's Degree
Bilingual, Spanish/English
Benefits
401(k) 4% Match
Dental insurance
Employee assistance program
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
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
Company data provided by crunchbase