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.

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.
• Actively market all branch products and services to individuals.

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

PREFERRED / DESIRED QUALIFICATIONS :

• Associates or Bachelor’s Degree
• Bilingual, Spanish / English

WORK ENVIRONMENT : Office Environment

Office Environment

Last updated : 2024-05-21