Loan Consultant II (CA) - Military Veterans

at Lendmark Financial Services, LLC

Modesto, California

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 comparable education or related training
  • 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

WORK ENVIRONMENT: Office Environment

Modesto, California

Organization logo
Lendmark Financial Services, LLC

Since its inception in 1996, Lendmark has experienced significant growth by following its original mission of meeting the personal lending needs of clients who cannot be served by traditional banks and their respective products. Today, with 318 branches in 18 states from coast to coast, Lendmark continues to expand as the financial services organization of choice for its customers and retail business partners by providing superior, consistent, and reliable services with every transaction.

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