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Customer Service in Davidsonville,Maryland
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Customer Service Representative (Loan Consultant II)

Lendmark Financial Services, LLC Largo Full-Time
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Lendmark Financial Services is a consumer finance company that specializes in providing direct and indirect personal loans, automobile loans, debt consolidation loans, and merchant retail sales financing services. Lendmark operates over 300 branch locations throughout Georgia, Tennessee, Virginia, Maryland, Florida, North Carolina, South Carolina, Kentucky, West Virginia, Pennsylvania, Alabama, Mississippi, Arizona, California, Colorado, Idaho, Ohio, Texas and Washington.

We are an Equal Opportunity and eVerify participating employer.

General Summary:

The role of Loan Consultant II is to provide 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, 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.

Basic Requirements:

  • High school diploma or GED
  • 2-4 plus 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

Work Environment:

  • Office Environment

Skills required

Life Insurance
Disability Insurance
Retirement
Retirement Plans
Selling Techniques
Insurance Sales
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Job ID: 64817

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Lendmark Financial Services is a consumer finance company specializing in providing a variety of personal loans, automobile loans, and retail merchant sales finance services.

Since its inception in 1996, Lendmark has experienced significant growth by following its original mission of meeting the personal lending needs of clients who cannot be served by traditional banks and their respective products. Today, with 320 branches in 20 states from coast to coast, Lendmark continues to expand as the financial services organization of choice for its customers and retail business partners by providing superior, consistent, and reliable services with every transaction.


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