Bilingual Loan & Financial Solutions Specialist

Advia Credit Union; Kalamazoo (MI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) with match

Paid time off

Tuition reimbursement

Free Telemedicine

EAP

Volunteer hours

Job summary

Advia Credit Union is seeking a Loan Officer based in Kalamazoo, MI. The role focuses on proactively identifying financial solutions for members through in-person and proactive calls, offering products that save time and money while delivering outstanding service aligned with Advia’s core values.

The position emphasizes strong customer relations, bilingual proficiency in Spanish as part of the premium compensation, and a supportive team culture with growth opportunities and competitive benefits.

Qualifications

• Excellent customer service and communication skills.
• Ability to identify financial solutions for members.

Responsibilities

• Interact with members in person and by phone to identify needs and cross-sell Advia products and services.
• Counsel members on money management and financing decisions.
• Perform lending functions and offer lending solutions including HELOC and business lending.
• Build and maintain a book of business and manage a proactive pipeline.
• Handle new account functions and enrollment in electronic services.
• Ensure adherence to policies and industry trends.

Job description

Advia Credit Union is seeking a Loan Officer based in Kalamazoo, MI. The role focuses on proactively identifying financial solutions for members through in-person and proactive calls, offering products that save time and money while delivering outstanding service aligned with Advia’s core values.

The position emphasizes strong customer relations, bilingual proficiency in Spanish as part of the premium compensation, and a supportive team culture with growth opportunities and competitive benefits.