Overview Customer Service Representative (Loan Consultant II-CA) Lendmark Financial Services Join to apply for the Customer Service Representative (Loan Consultant II-CA) role at Lendmark Financial Services. Base pay range $23.00/hr - $28.00/hr Compensation and Benefits At Lendmark Financial Services, we offer a comprehensive benefits package for employees and dependents that includes medical, dental, and vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. Optional benefits include critical care, auto, home, and pet insurance, and other ancillary options. The role is eligible for quarterly incentive compensation based on individual and company performance guidelines. General Summary The role of Loan Consultant II (CA) is to provide exceptional customer experience while delivering personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Success is measured by customer experience, business generation, 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 an accredited institution 2-4+ 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 Employment Type Full-time Job Function Customer Service Seniority Level Entry level Location San Jose, CA #J-18808-Ljbffr