Loan Consultant

Most applicants finish a loan request on their own, online or in one of our stores. This role is for the ones who get stuck: someone who can’t get through the form, an applicant who calls in with a question, or a request where a detail needs checking before it moves on.

You won’t be cold-calling and you won’t be approving anything. Lenders make every credit decision. Your job is to make sure the person understands the process and that their information is accurate before it reaches participating lenders.

Apply
Back to Jobs

Key Responsibilities

• Help applicants finish the request form when they can’t do it on their own.
• Take inbound calls, chats, and emails from people partway through a request.
• Call an applicant when a detail needs confirming: income, employment, contact information, banking details. We don’t call everyone, only what the request requires.
• Answer questions about loan types, amounts, and what happens once a request reaches a lender.
• Route completed requests to participating lenders based on state availability and the amount requested.
• Stay patient with frustrated callers. Pass anything you can’t settle to your team lead.
• Meet quality standards on accuracy and resolution. We don’t measure this role by call volume.

Qualifications

• High school diploma or equivalent.
• At least a year in customer support, a service desk, branch operations, or a financial services role.
• Consumer lending, banking, or application support experience preferred, not required.
• Clear on the phone and in writing, since plenty of this happens over chat and email.
• Comfortable in a CRM and standard office software.
• Able to explain financial terms plainly to someone stressed about money, and to walk them through a form without rushing.
• Self-directed, with steady attendance on a set schedule.
• Successful completion of a background check, consistent with applicable law.
• Bilingual English/Spanish is a plus.

Find more on https://1firstcashadvance.org/loan-consultant/