Customer Service Representative (Loan Consultant II - CA)
Location: Merced
Posted on: June 23, 2025
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Job Description:
At Lendmark Financial Services, we believe the success of our
company is specifically attributable to the quality of our
employees and their commitment to our customers. We value each
customer and understand that people want to do business with people
who care. That’s one way we differ from our competitors. We are
proud of what we as a team have accomplished. We will always strive
for improvement, our motto since day one has been “Success is the
only option.” Lendmark Financial Services offers a comprehensive
benefits package for employees and dependents that includes
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 as well as
other ancillary insurance options. GENERAL SUMMARY: The role of
Loan Consultant II (CA) 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 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 PREFERRED/DESIRED 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 If you are
interested in a fast paced, high growth, team oriented and great
culture environment, you'll enjoy a career with us!
Keywords: , Lodi , Customer Service Representative (Loan Consultant II - CA), Accounting, Auditing , Merced, California
