Customer Service Representative (Loan Consultant II)

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 close the branch. Actively market all branch products and services to individuals. This role focuses on building a customer base through sales, loan extension, and merchant referrals, with success measured by customer experience, business generation, compliance, monthly goal attainment, and accuracy.