Customer Service Representative (Loan Consultant II - CA)
$47,840–$52,000 year
On-siteSanta Ana, California, United States
Job Summary
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. This Loan Consultant II role focuses on building a customer base through sales, loan extension, and merchant referrals at Lendmark Financial Services, which serves underserved personal lending needs across 24 states.
Required Qualifications
- High School Diploma or GED from accredited institution
- 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
Desired Qualifications
- Associates or Bachelor's Degree
- Bilingual, Spanish/English
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