Customer Service Representative

3 weeks ago

Colorado Springs, Colorado, United States Navy Times Full time
Job Title: Customer Service Representative (Loan Consultant I)

At Lendmark Financial Services, we believe that our employees are the key to our success. We value each customer and understand that people want to do business with people who care. Our motto is "Success is the only option."

We offer a comprehensive benefits package for employees and dependents, including 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.

Job 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.

Key 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.
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 Qualifications:
  • Associates or Bachelors Degree.
  • Bilingual, Spanish/English.

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