Customer Service Representative (Loan Consultant I)

Lendmark Financial ServicesLendmark Financial ServicesMarysville, Washington, United States
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Posted

9/18/2026

Employment

Full time

Range

$20 - $22/hr

Work style

On-site

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AI summary

Core responsibilities

The Loan Consultant provides personal loan solutions and builds a customer base through sales, loan extensions, and merchant referrals. Responsibilities include processing loan applications, handling cash transactions, managing collections, and actively marketing branch products.

Requirements overview

Candidates must have a High School Diploma or GED and 0-2 years of experience in consumer finance or a related field. Proficiency in Microsoft Office applications, strong communication skills, and the ability to handle cash are required.

Key skills

Customer serviceSalesCash handlingLoan processingCommunication skillsMicrosoft WindowsMicrosoft ExcelMicrosoft WordCollectionsData entryMarketingFinancial services

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Education requirements

high schoolassociate degreebachelor degree

About Lendmark Financial Services

Industry

Financial Services

Employees

1,522

Type

Privately Held

Size

1,001-5,000 employees

Lendmark Financial Services is a consumer finance company that provides personal loans, auto loans, and retail sales financing. Lendmark has nearly 550 community-based branch locations in 23 states and can help meet your financial needs for planned and unplanned life events. As an Employer of Choice, we can offer you a unique and thriving culture with a career path for your personal and professional growth. Check out our career opportunities to be a part of our growing Lendmark team!

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Job categories

Finance & AccountingCustomer Service & SupportSalesAdministrative

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 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. 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 0-2 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 $20/hr - $22/hr 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!

Requirements

  • Customer service
  • Sales
  • Cash handling
  • Loan processing
  • Communication skills
  • Microsoft Windows
  • Microsoft Excel
  • Microsoft Word
  • Collections
  • Data entry
  • Marketing
  • Financial services

Benefits

  • Medical
  • Dental
  • Vision
  • Paid time off
  • Paid holidays
  • 401(k)
  • Life insurance
  • Long-term disability
  • Tuition assistance
  • Employee assistance program
  • Critical care insurance
  • Auto insurance
  • Home insurance
  • Pet insurance

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