Customer Service Representative - Menomonee Falls - Lendmark Financial Services

    Lendmark Financial Services
    Lendmark Financial Services Menomonee Falls

    1 week ago

    Default job background
    Description

    Lendmark Financial Services is a company that values its employees and customers. We believe that the success of our business is directly tied to the quality of our team members and their commitment to delivering exceptional customer experiences.

    We pride ourselves on being a team that cares about people and understands what drives them. This approach sets us apart from our competitors and has contributed significantly to our achievements. Our motto, 'Success is the only option,' reflects our dedication to excellence and continuous improvement.

    Comprehensive Benefits Package

    We offer a comprehensive suite of benefits for our employees and their dependents, including medical, dental, and vision coverage, paid time off, paid holidays, 401(k) retirement savings, life insurance, long-term disability coverage, tuition assistance, and an employee assistance program. Additionally, we provide optional benefits such as critical care, auto, home, and pet insurance, as well as other ancillary insurance options.

    Job Summary:

    The Loan Consultant I plays a vital role in providing personal loan solutions while ensuring an exceptional customer experience. This position focuses on building a customer base through sales, loan extension, and merchant referrals. Success will be measured by the creation of positive customer experiences, generation of business, adherence to compliance guidelines, attainment of monthly goals, and accuracy.

    Main Responsibilities:

    • Greet, assist, and solicit individuals entering the office or calling by phone; process credit and employment verifications, record information obtained, process payments, and make recommendations regarding loan approvals.
    • Approve loans up to established lending limits, 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 close the branch.
    • Actively market all branch products and services to individuals.
    • Perform all other duties assigned by management.

    Basic Requirements:

    • High School Diploma or GED from an accredited institution.
    • 0-2 years of consumer finance or related experience.
    • Cash handling, computer skills, and customer service skills.
    • Ability to work with minimal 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 $18.00 - $21.00 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.
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