Financial Services Advisor

3 weeks ago


Charleston, West Virginia, United States Lendmark Financial Services Full time

At Lendmark Financial Services, we believe in creating a fast-paced, high-growth, team-oriented, and great culture environment where our employees can thrive. 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, and our motto since day one has been 'Success is the only option.'

Job Overview

The Loan Consultant I role involves providing exceptional customer experience while offering personal loan solutions. This position requires building a customer base through sales, loan extension, and merchant referrals. Success in this role will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

Key Responsibilities
  1. 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.
  2. 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.
  3. Actively market all branch products and services to individuals.
  4. Perform all other duties as assigned by management.
Requirements

We are seeking a highly skilled and motivated individual with excellent communication skills and ability to work with minimum supervision. The ideal candidate will have:

  • 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.
Benefits and Compensation

The salary range for this position is $18.00 - $21.00 per hour, based on the specific Knowledge, Skills, Abilities, and/or Experience of the selected candidate. This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines. Additionally, we offer a comprehensive benefits package, including medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance, and an employee assistance program.

Estimated Salary: $40,000 - $48,000 per year

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