Customer Service Representative

2 weeks ago


Chula Vista, California, United States Lendmark Financial Services Full time
Job Summary

We are seeking a highly skilled Loan Consultant II to join our team at Lendmark Financial Services. As a key member of our team, you will be responsible for providing exceptional customer experience while providing personal loan solutions.

Key Responsibilities:

  • Greet and assist customers, 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.

Requirements:

  • High School Diploma or GED from an accredited institution.
  • 2-4 plus years of consumer finance or related experience.
  • Cash handling, computer skills, and customer service skills.
  • Ability to work with minimum supervision.
  • Excellent communication skills.
  • Proficient working knowledge of Microsoft Windows, Excel, and Word Applications.

Preferred Qualifications:

  • Associates or Bachelor's Degree.
  • Bilingual, Spanish/English.

Compensation:

  • The salary range for this position is $23.00 - $28.00 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.

Work Environment:

  • Office Environment.


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