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⏰ Full time

Customer Service Representative (Loan Consultant II - CA)

Lendmark Financial Services
Location πŸ“ Santee, United States
Posted πŸ“… June 11, 2026
Work Type ⏰ Full time

Position Overview

SUMMARY

:

The role of Loan Consultant II (CA) 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 cus...

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Job Details

⏰
Employment Type
Full time
πŸ“Š
Category
Information and Record Clerks
🏠
Work Arrangement
On-site
πŸ“
Location
Santee, United States