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 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 $20.00 - $24.00 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
Office Environment
Medical Equipment Customer Service Representative
Customer Service Representative. Rotech provides high quality medical products, services and outstanding customer care through hundreds of locations across 45 states. In this position, you are responsible for performing all tasks and communication related to intake of patient information concerning ...
Customer Service Representative - TurboTax (WFH)
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...
Customer Service Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer ...
Customer Service Representative
We're looking for Customer Service Representatives to join our team!. Customer oriented and strong communication skills * Comfortable chatting with customers on the phone * Ability to do basic math * Focus on cleanliness and hygiene. Ability to communicate verbally with customers and co-workers to p...
Customer Service Representative CSR
As a CSR you will play a pivotal role in providing exceptional service to customers through various communication channels including phone email and chat. Understand and recommend the best products/services to meet customer needs. Effectively communicate with both internal and external customers ide...
Customer Service Representative
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. Lead Generation (the ac...
Spanish Bilingual Customer Service Representative - Work from Home
Thoroughly and efficiently gather customer information, assess and fulfill customer needs and educate customers where applicable regarding products and services. In this role you will take your exemplary customer service skills, patience, understanding and compassion to answer inbound phone calls fo...
Customer Service Representative - Intuit (WFH)
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...
Customer Service Representative - Pueblo
We are seeking Customer Service Representatives to assist our client’s customers via inbound calls in a fast-paced environment. Our representatives provide excellent service to existing customers with a one call resolve mindset. Understanding and striving to meet or exceed call center metrics while ...
Customer Service Representative
Working as a customer service representative in a retail setting involves face-to-face interactions with customers in a physical store environment. Previous retail or customer service experience is beneficial but not always required. Key Responsibilities: - Greet customers as they ...