SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
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
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 $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and / or Experience of the selected candidate.
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.
WORK ENVIRONMENT : Office 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!
Last updated : 2024-04-23
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