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
Customer Service Representative
As a Customer Service Representative, you’ll build connections and offer a wide range of products and services to our diverse customer base. Skillfully review, validate, and process customer transactions with accuracy including check cashing, money transfer, and customer payments. Proactively ...
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 ...
Remote Kentucky Customer Service Representative
Part Time Remote Call Center Customer Service Representative. Required 1 year minimum Customer Service Experience. Excellent customer service skills. Call center representatives answer multiple call types focused on assisting KY residents with a variety of different health benefits (such as SNAP, Me...
Customer Service Representative (6:30am-3:30pm PST)
As a Customer Service Representative, you will provide basic technical support and assistance to customers via e-mail, phone, or chat. Additionally, address and respond to customer inquiries on products and services, including installation, operational functions, troubleshooting, and maintenance. Ha...
Customer Service Representative
Our Customer Service Representatives are responsible for creating the best experience possible for our callers. JOB TITLE: Customer Service Associate. They do so by handling daily customer orders, inquiries, and complaints in a friendly and efficient manner. This position will allow one to impact ot...
Customer Service Representative - Starting at $20 hourly
The Service Rep 4 is an entry level position responsible for assisting with customer service inquiries and providing solutions based on client needs in coordination with the Customer Service function. Demonstrated experience solving customer service inquiries. Proven ability to navigate multiple sys...
Receptionist/Customer Service Representative
Customer Service Skills: Strong interpersonal skills with a focus on delivering exceptional customer service. Join Gross Insurance as our Receptionist/Customer Service Representative in Walton, Kentucky. We are dedicated to providing top-tier service and creating a welcoming environment for our cust...
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
Customer Service Reps are responsible for answering phone calls and setting up service appointments. Invoicing completed service calls. Billing completed service calls. ...
Customer Service Representative-Remote (Seasonal)
Customer Service Representative-Remote. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. Customer Service Representative. Customer Service Representative. ...