Customer Service Representative (Loan Consultant II)
Company: Lendmark Financial Services
Location: San Jose
Posted on: March 19, 2023
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Job Description:
At Lendmark Financial Services, we believe the success of our
company is specifically attributable to the quality of our
employees and their commitment to our customers. We value each
customer and understand that people want to do business with people
who care. That's one way we differ from our competitors. We are
proud of what we as a team have accomplished. We will always strive
for improvement, our motto since day one has been "Success is the
only option."Lendmark Financial Services offers a comprehensive
benefits package for employees and dependents that includes
medical, dental, vision benefits, paid time off, paid holidays,
401(k), life insurance, long-term disability, tuition assistance
and an employee assistance program. We also offer optional benefits
such as critical care, auto, home and pet insurance as well as
other ancillary insurance options.The role of Loan Consultant II
(CA) is to provide exceptional customer experience while providing
personal loan solutions. This position focuses on building a
customer base through sales, loan extension and merchant referrals.
Role success will be based on creation of customer experience,
generation of business, compliance, attainment of monthly goals,
and accuracy.Major Duties/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, and make
recommendations regarding loan approvals.Approve loans up to
established lending limits and 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.BASIC REQUIREMENTS:High
School Diploma or GED from accredited institution2-4 plus years
consumer finance or related experienceCash handling; computer
skills; customer service skillsAbility to work with minimum
supervisionExcellent communication skillsProficient working
knowledge of Microsoft Windows, Excel and Word
ApplicationsPREFERRED/DESIRED QUALIFICATIONS:Associates or
Bachelor's DegreeBilingual, Spanish/EnglishWORK ENVIRONMENT: Office
EnvironmentIf you are interested in a fast paced, high growth, team
oriented and great culture environment, you'll enjoy a career with
us!
Keywords: Lendmark Financial Services, San Jose , Customer Service Representative (Loan Consultant II), Professions , San Jose, California
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