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- Tasks: Provide exceptional customer service and personal loan solutions while building a loyal customer base.
- Company: Join a dynamic team focused on customer experience and financial solutions.
- Benefits: Competitive salary, quarterly incentives, and opportunities for growth.
- Why this job: Make a real difference in people's lives by helping them with their financial needs.
- Qualifications: High School Diploma, customer service skills, and experience in consumer finance.
- Other info: Bilingual candidates preferred; work in a supportive office environment.
The predicted salary is between 28800 - 48000 £ per year.
The role of Loan Consultant II is to provide 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, and make recommendations regarding loan approvals.
- Approve loans up to established lending limits and 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.
- Perform all other duties as assigned by management.
BASIC REQUIREMENTS:
- High School Diploma or GED from accredited institution
- 2-4 plus 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
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
Customer Service Representative (Loan Consultant II) in Lancaster 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 II) in Lancaster
✨Tip Number 1
Get to know the company inside out! Research their values, products, and customer service approach. This way, when you walk in for an interview, you can show them you’re not just another candidate but someone who genuinely cares about what they do.
✨Tip Number 2
Practice your pitch! You’ll want to be able to explain how your experience aligns with the role of a Loan Consultant II. Think about specific examples where you’ve provided exceptional customer service or solved problems effectively.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info and might even lead to a referral, which is always a bonus when applying through our website.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Customer Service Representative (Loan Consultant II) in Lancaster
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Loan Consultant II role. Highlight your customer service experience and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Show Off Your Communication Skills: Since this role is all about providing exceptional customer experiences, let your communication skills shine through in your application. Use clear and concise language, and don’t forget to proofread for any typos or errors. We love attention to detail!
Highlight Relevant Experience: If you've got experience in consumer finance or customer service, make sure to showcase it! Share specific examples of how you've successfully handled customer interactions or processed loans. We’re keen to see how you’ve made a difference in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and eager to join our team!
How to prepare for a job interview at Lendmark Financial Services
✨Know Your Stuff
Before the interview, make sure you understand the role of a Loan Consultant II inside out. Familiarise yourself with personal loan solutions, customer service best practices, and the specific duties mentioned in the job description. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
As a Customer Service Representative, excellent communication is key. During the interview, practice clear and concise responses. Use examples from your past experiences to demonstrate how you've effectively communicated with customers, handled difficult situations, or resolved issues. This will highlight your suitability for the role.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview, where you might have to handle a mock customer interaction. Prepare by thinking about common customer queries or complaints related to loans. Practising these scenarios can help you feel more at ease and showcase your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, company culture, or how success is measured in this role. This shows your enthusiasm and helps you determine if the company is the right fit for you. Plus, it leaves a positive impression on the interviewers.