Customer Service Representative (Loan Consultant I)
LocationMt Airy NC 0354
Work modeon-site
Typefull-time
SeniorityEntry
ExperienceUp to 2 yrs
Company size1,001–5,000 people
PostedAug 17, 2026 · 1mo ago
Verified live18h ago
At a glanceSummarised by Seekless from the posting.
High School Diploma or GED from accredited institution
0-2 years consumer finance or related experience
Cash handling skills
Computer skills
Customer service skills
Ability to work with minimum supervision
Excellent communication skills
Proficient working knowledge of Microsoft Windows, Excel and Word Applications
Associates or Bachelor's Degree
Bilingual, Spanish/English
Skills
Microsoft Windows
Excel
Word
Benefits
Medical insurance
Dental insurance
Vision insurance
Paid time off
Paid holidays
401(k)
Life insurance
Long term disability
Tuition assistance
Employee assistance program
Critical care insurance
Auto insurance
Home insurance
Pet insurance
About the company
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.”
Benefits
Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.
About the role
GENERAL SUMMARY:
The Loan Consultant I provides 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.
Responsibilities
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, 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 closing of the branch.
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Actively market all branch products and services to individuals.
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Perform all other duties as assigned by management.
Requirements
BASIC REQUIREMENTS:
•
High School Diploma or GED from accredited institution
•
0-2 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
Nice to have
PREFERRED/DESIRED QUALIFICATIONS:
•
Associates or Bachelor’s Degree
•
Bilingual, Spanish/English
COMPENSATION:
•
The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.
•
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
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!