Top 2 Banking consultant Jobs in Tallahassee Fl

Customer Service Representative (Loan Consultant II)
Lendmark Financial Services, LLC —Tallahassee, FL
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
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Customer Service Representative (Loan Consultant II)
Lendmark Financial Services, LLC —Tallahassee, FL
Handle account activities related to collection accounts, including phone calls and face to face communications with customers. Associates or Bachelor’s Degree.
Quick Apply

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Customer Service Representative (Loan Consultant II)

Lendmark Financial Services, LLC -
Tallahassee, FL

Quick Apply

Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
Life insurance
Pet insurance

Qualifications

Financial services customer support
Microsoft Excel
Word embeddings
Windows
High school diploma or GED
Desktop applications
Productivity software
Technical Proficiency

Full Job Description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.”

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

GENERAL SUMMARY:

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

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

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banking consultant jobs in tallahassee fl

Customer Service Representative (Loan Consultant II)

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