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Customer service representative (loan consultant i)

Lancaster
TN United Kingdom
Customer service representative
€40,000 - €60,000 a year
Posted: 23 May
Offer description

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Customer Service Representative (Loan Consultant I), Lancaster


Client:


Location:

Lancaster, United Kingdom


Job Category:

Customer Service


EU work permit required:

Yes


Job Reference:

0af9aa3a0e94


Job Views:

7


Posted:

05.05.2025


Expiry Date:

19.06.2025


Job Description:


Summary:

The Loan Consultant I provides exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and merchant referrals. Success is measured by customer experience, business generation, compliance, achievement of monthly goals, and accuracy.


Major Duties and Responsibilities:

* Greet, assist, and solicit individuals entering the office and calling by phone; process credit and employment verifications; record information; process payments; recommend loan approvals; approve loans within limits; complete loan closings; handle account activities related to collections, including calls and face-to-face communications.
* Prepare reports, correspondences, transaction documentation; operate cash drawer; process bank deposits; maintain records; close the branch.
* Actively market all branch products and services to individuals.
* Perform other duties as assigned by management.


Basic Requirements:

* High School Diploma or GED from an accredited institution.
* 0-2 years of consumer finance or related experience.
* Cash handling, computer skills, customer service skills.
* Ability to work with minimal supervision.
* Excellent communication skills.
* Proficient in Microsoft Windows, Excel, and Word.


Preferred Qualifications:

* Associates or Bachelor’s Degree.
* Bilingual in Spanish and English.


Compensation:

* Salary range: $18.00 - $21.00 per hour, based on experience.
* Eligible for quarterly incentives based on performance.


Work Environment:

* Office setting.
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