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Customer Service Representative (Sr. Loan Consultant (CA))

Company: Lendmark Financial Services, LLC
Location: Santa Ana
Posted on: May 4, 2021

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." GENERAL SUMMARY: The role of Sr. Loan Consultant (CA) is to support the Branch Manager by overseeing the efficient operation of the branch and ensuring all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and staff. Major Duties/Responsibilities:

  • Assist with the management and motivation of the staff to meet goals and objectives relating to branch profitability, volume, lending, credit quality, collections and expense.
  • Make loan decisions up to established lending limits or recommend loan decisions; process consumer loans; close consumer loans; collect accounts in varying stages of delinquency.
  • Assist branch manager with business development relationships within the community. Sell products and services to meet sales goals.
  • Assist customers with the implementation of solutions, and monitor overall customer satisfaction.
  • Assist branch manager with matters regarding hiring, staffing, training, performance reviews and terminations as applicable.
  • Ensure a high quality of customer service.
  • All other duties as assigned. BASIC REQUIREMENTS:
    • High school diploma or GED
    • 5 plus years consumer finance or related experience
    • Ability to work with minimum supervision
    • Excellent communication skills
    • Proficient working knowledge of industry or related industry lending software, Microsoft Windows, Excel and Word Applications PREFERRED/DESIRED QUALIFICATIONS:
      • Associates or Bachelor's Degree
      • Bilingual, Spanish/English 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: Lendmark Financial Services, LLC, Santa Ana , Customer Service Representative (Sr. Loan Consultant (CA)), Hospitality & Tourism , Santa Ana, California

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