GENERAL 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
Transfer Agent Customer Service Representative
A company is looking for a Transfer Agent / Customer Service Representative. ...
Customer Service Representative - Remote
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...
Patient Customer Service Representative
A company is looking for a Customer Service Support Representative for Patient Customer Service. ...
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. Lead Generation (the ac...
Financial Customer Service Representative
A company is looking for a Financial Customer Service Professional to support customers with their retirement savings accounts. ...
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...
Remote Customer Service Representative 50k-60k/Year - Work From Home
Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...
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
As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise...
Work from Home- 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. Customer service oriented with customers and team members (empathetic, ...