Customer Service Representative (Loan Consultant I) Job at Lendmark Financial Services, Schofield, WI

dlpzNTFBeDBtcEVhd0dvZlloN3pFTENmU0E9PQ==
  • Lendmark Financial Services
  • Schofield, WI

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.

GENERAL SUMMARY:

The Loan Consultant I provides 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, 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.

BASIC REQUIREMENTS:

  • 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/DESIRED QUALIFICATIONS:

  • Associates or Bachelor’s Degree

  • Bilingual, Spanish/English

COMPENSATION:

  • The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.

  • This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT:

  • Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

Job Tags

Work at office

Similar Jobs

Rutland Regional Medical Center

RN, Outpatient Clinic - Rutland General Surgery Job at Rutland Regional Medical Center

 ...RN, Outpatient Clinic - Rutland General Surgery Provides patient centered nursing care in an outpatient clinic according to established scope of practice guidelines and standards of care. Develops, coordinates and implements the patient plan of care in collaboration... 

Arcadis

Environmental Engineer Job at Arcadis

 ...description: Arcadis is seeking an entry-level Civil or Environmental Engineer to join our team in Milwaukee, WI. This role is slated...  ...Experience: Required Qualifications ~ Bachelors of Science in Environmental Engineering, Civil Engineering, or closely... 

Bill Flinn Agency

Personal Lines Insurance Agency CSR Job at Bill Flinn Agency

 ...establishedagency.We've been here 47 years ... and counting! Great co-workers in a friendly environment Top carriers to represent...  ...Progressive and others. PA P&C Training and CE reimbursement, we help pay for your development Abusiness excited about its future and... 

Mattel

Salon Hair Stylist (Licensed Cosmetologist/ Reg. Part-Time, 30 hours/week, Benefitted) Job at Mattel

 ...where you get to make decisions that impact the team as well as our customers. Job Description The Opportunity: The Salon Stylist is located at the AG Retail Dallas location and reports directly to the Sales Manager. This position is responsible for delivering... 

Confidential

K12 Primary ESL Teacher needed Job at Confidential

K12 International School is hiring for in Hainan province!Vacancy: Primary ESL teacher Job details: -Location: Lingshui city, Hainan...  ...age of 40 years old -Bachelor's degree or higher, major in education or related field Salary and Benefits: -Pre-tax salary of...