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Customer Services Representative

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. 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.

KBSkills

ACTIVE

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:<ul><li>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.</li><li>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.</li><li>Actively market all branch products and services to individuals.</li><li>Perform all other duties as assigned by management.</li></ul>BASIC REQUIREMENTS:<ul><li>High School Diploma or GED from accredited institution</li><li>0-2 years consumer finance or related experience</li><li>Cash handling; computer skills; customer service skills</li><li>Ability to work with minimum supervision</li><li>Excellent communication skills</li><li>Proficient working knowledge of Microsoft Windows, Excel and Word Applications</li></ul>PREFERRED/DESIRED QUALIFICATIONS:<ul><li>Associates or Bachelor’s Degree</li><li>Bilingual, Spanish/English</li></ul>COMPENSATION:<ul><li>The salary range for this position is $18.00 - $21.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.</li><li>This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.</li></ul>WORK ENVIRONMENT:<ul><li>Office Environment</li></ul>If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

Lendmark Financial Services, LLC

Customer Service Representative (Loan Consultant I)

salaryMin

salaryMax

payPeriod

currency

Communication Skills

Consulting

Credit Processing

Customer Experience

Customer Relations

Customer Support/Service

English Language

Financial Services

High School Diploma

Loan Approval

Loan Closing

Loan Extensions

Loans

Microsoft Excel

Microsoft Windows Operating System

Microsoft Word

Multilingual

Sales

Spanish Language

CareerBuilder Premium Subscription

The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.

ESSENTIAL FUNCTIONS:<ul><li>Process all incoming emails and distribute to individual workflows in ImageRight. </li><li>Enter all new business submissions in Chubb Clearance system and AS400 system.</li><li>Prepare policy conditional renewal, cancellation, and non-renewal notices.</li><li>Update drivers and order MVRs. </li></ul>ADDITIONAL RESPONSIBILITIES:<ul><li>Send loss runs.</li><li>Order Experian and D&B reports.</li><li>Prepare certified copies of policies.</li><li>Some mailroom duties when needed.</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Reviews all daily incoming department mail and faxes making a determination who should receive.</li><li>Efficiently and accurately handle all tasks.</li></ul>TRAINING AND EXPERIENCE:<ul><li>High School Diploma</li><li>High level of accuracy in keying</li><li>Good organizational skills</li><li>Good communication skills</li><li>Basic computer skills</li></ul> Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Chubb INA Holdings Inc.

Claims Processing

Computer Skills

Fax Machines

IBM AS-400 Server

Insurance

Mail Processing

Underwriting

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