Loan Consultant II - Customer Service Specialist

At Lendmark Financial Services, we recognize that our employees' commitment to customer satisfaction is the key to our success. We prioritize building genuine relationships with our customers, as we understand that people prefer to work with those who genuinely care. Our company thrives on teamwork, and we are dedicated to continuous improvement. Our motto has always been, 'Success is the only option.' Lendmark Financial Services offers a comprehensive employee benefits package for both staff and dependents, which includes medical, dental, and vision coverage, along with paid time off, paid holidays, a 401(k) plan, life insurance, long-term disability, tuition assistance, and an employee assistance program. We also provide optional benefits such as critical care, auto, home, pet insurance, and other ancillary options. GENERAL SUMMARY: The Loan Consultant II role is designed for individuals who excel in providing exceptional customer experiences while offering tailored personal loan solutions. This position plays a crucial role in building a robust customer base through effective sales strategies, loan extensions, and merchant referrals. Success in this role will be measured by the ability to create outstanding customer experiences, generate business, ensure compliance, meet monthly goals, and maintain accuracy in all transactions. MAJOR DUTIES/RESPONSIBILITIES: Welcome and assist clients entering the office or reaching out by phone; process credit and employment verifications with accuracy. Facilitate payments and distributions while offering recommendations on loan approvals. Approve loans within established lending guidelines and conduct loan closings effectively. Manage collection account activities, including phone and face-to-face interactions with customers. Create reports, correspondences, and documentation; maintain cash drawer, process bank deposits, and ensure accurate record-keeping. Actively promote all branch products and services to customers. Perform other related duties as assigned by management. BASIC REQUIREMENTS: High School Diploma or GED from an accredited institution. 2-4 years of experience in consumer finance or a related field. Proficiency in cash handling, computer skills, and customer service. Ability to work independently with minimal supervision. Excellent communication abilities. Proficient in Microsoft Windows, Excel, and Word applications. PREFERRED/DESIRED QUALIFICATIONS: Associates or Bachelor's Degree. Bilingual in Spanish and English. COMPENSATION: This position offers a competitive salary, commensurate with responsibilities and the selected candidate's knowledge, skills, abilities, and experience. Eligible for quarterly incentive compensation based on individual and company performance metrics. WORK ENVIRONMENT: Office Environment If you are seeking a dynamic, team-oriented workplace with opportunities for growth and a vibrant culture, consider a rewarding career with us!

Created: 2026-03-04