SUMMARY
The Loan Consultant I provides 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, make recommendations regarding loan approvals; approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face communications with customers.
BASIC REQUIREMENTS :
PREFERRED / DESIRED QUALIFICATIONS :
WORK ENVIRONMENT : Office Environment
Office Environment
Last updated : 2024-05-21
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