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 - 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 ...
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
Customer Service Representative page is loaded **Customer Service Representative**. As a Customer Service Representative, you will provide exemplary customer service for all internal and external customers by utilizing in-depth knowledge of our products, programs, and team members within the organiz...
Remote-customer Service Representative
Remote-Customer Service Representative**. Remote-Customer Service Representative**. Afni is a leading global customer service provider that's been around for more than 80 years!. At least three months of customer service experience. ...
Customer Service Representative - TurboTax (WFH) Receive $300 bonus for 5 days of training
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...
Work From Home Customer Service Representative - Part Time
Earn at Home by Taking Polls - Customer Service Representative - Data Entry Clerk - Work from Home & Part Time. If you are the type of person who is self-motivated and comfortable working on your own at home, enjoy such work as email customer service, data entry and review products, then you are the...
Customer Service Representative - Intuit (WFH)
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
Customer Service Representative - Remote Work - Great Benefits
Responsibilities: Helping customers by providing product and service information Answer customer questions regarding their coverage Develop and maintain a knowledge base of the evolving products and services Regularly review these agreements in an effort to develop a more cost-effective plan Qualifi...
Customer Service Representative - TurboTax (Remote)
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
Customer service Representative
Now hiring a Customer Service Representative for our waste management client in Fort Collins, CO!. Coordinate and utilize drivers, trucks, and containers to create capacity, maximize productivity, and ensure prompt, courteous, and efficient service to all customers. Outstanding customer service skil...