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- Tasks: Help customers with personal loan solutions and build lasting relationships.
- Company: Join a dynamic team in Lancaster, focused on exceptional customer service.
- Benefits: Enjoy competitive pay, quarterly incentives, and a supportive work environment.
- Why this job: Make a real impact by helping people while developing your skills in finance.
- Qualifications: High School Diploma or GED; customer service experience preferred.
- Other info: Bilingual candidates are encouraged to apply!
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Customer Service Representative (Loan Consultant I), Lancaster
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Client:
Location:
Lancaster, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
88506f199c9b
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
SUMMARY
:
SUMMARY
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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:
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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.
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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.
BASIC REQUIREMENTS:
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High School Diploma or GED from accredited institution
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0-2 years consumer finance or related experience
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Cash handling; computer skills; customer service skills
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Ability to work with minimum supervision
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Excellent communication skills
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Proficient working knowledge of Microsoft Windows, Excel and Word Applications
PREFERRED/DESIRED QUALIFICATIONS:
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Associates or Bachelor’s Degree
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Bilingual, Spanish/English
COMPENSATION:
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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.
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This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
WORK ENVIRONMENT:
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Office Environment
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Customer Service Representative (Loan Consultant I) employer: Lendmark Financial Services
Contact Detail:
Lendmark Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative (Loan Consultant I)
✨Tip Number 1
Familiarise yourself with the loan products and services offered by StudySmarter. Understanding our offerings will help you engage confidently with potential customers and demonstrate your knowledge during interviews.
✨Tip Number 2
Practice your communication skills, especially in handling customer inquiries and complaints. Role-playing common scenarios can prepare you for real-life interactions and show your ability to provide exceptional customer service.
✨Tip Number 3
Network with current or former employees of StudySmarter on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Be prepared to discuss your experience with cash handling and customer service. Think of specific examples where you've successfully managed transactions or resolved customer issues, as these will highlight your suitability for the role.
We think you need these skills to ace Customer Service Representative (Loan Consultant I)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and finance. Emphasise any previous roles where you assisted customers, processed payments, or handled loans.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional customer experiences. Mention specific skills that align with the job description, such as communication skills and cash handling experience.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Windows, Excel, and Word. If you have bilingual skills, especially in Spanish, make sure to mention this as it is preferred for the role.
Showcase Your Achievements: If you have metrics or achievements from previous roles, include them in your application. For example, mention how you met or exceeded sales goals or improved customer satisfaction ratings.
How to prepare for a job interview at Lendmark Financial Services
✨Know the Role Inside Out
Make sure you understand the responsibilities of a Customer Service Representative (Loan Consultant I). Familiarise yourself with loan processes, customer service best practices, and the specific products offered by the company. This will help you answer questions confidently and demonstrate your interest in the role.
✨Showcase Your Communication Skills
As this role requires excellent communication skills, be prepared to demonstrate how you effectively communicate with customers. Use examples from past experiences where you successfully resolved issues or provided exceptional service to highlight your abilities.
✨Prepare for Common Interview Questions
Anticipate questions related to customer service scenarios, such as how you would handle a difficult customer or how you prioritise tasks. Practising your responses can help you articulate your thoughts clearly during the interview.
✨Highlight Your Sales Experience
Since the role involves building a customer base through sales, be ready to discuss any previous sales experience you have. Share specific examples of how you met or exceeded sales targets, and how you can apply those skills to generate business in this position.
