Consumer Loan Consultant

CU SoCal; Anaheim (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

CU SoCal in Southern California is seeking a Consumer Loan Consultant to maximize lending and sales opportunities with Credit Union Members who apply for credit over the phone by demonstrating a highly motivated, positive, outgoing, and influential personality. This role emphasizes exceptional member service and teamwork to ensure a raving fans experience in every encounter.

The position requires maintaining knowledge of loan policies and regulations, strong communication, and

Qualifications

• 1+ years of experience in lending sales.
• Knowledge of consumer lending laws and regulations is favorable.
• Proficiency with MS Office and related software applications.

Responsibilities

• Maximize lending and sales opportunities with credit union members who apply for credit over the phone.
• Demonstrate exceptional member service and teamwork to ensure a positive experience for each encounter.
• Build and maintain effective relationships with staff in other departments and stay current on loan policies and processing procedures.

Skills

Customer service

Relationship building

Active listening

Communication skills

Loan processing knowledge

Education

High School Diploma or equivalent

Associates' degree or equivalent experience

Tools

MS Office

Job description

Description

The Consumer Loan Consultant will maximize lending and sales opportunities with Credit Union Members who apply for credit over the phone by demonstrating a highly motivated, positive, outgoing, and influential personality. Demonstrates an unsurpassed commitment to exceptional Member service and teamwork that ensures a Raving Fans experience with each encounter.

Business Hours:

Monday to Friday, 9:00AM - 6:00PM & Saturdays, 9:00AM - 1:00PM*

*This position will require working flexible hours, including rotating Saturdays, during regular business hours.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It's a place where people come before profit, a place where you can build a career that 's more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today!

Requirements

Minimum Qualifications

• High School Diploma or equivalent.
• 1+ years of experience in lending sales.

Preferred Qualifications

• Associates' degree or equivalent experience.
• 3+ years of experience in lending sales; preferably consumer.

Skills and Abilities

• Proficient in applicable MS Office programs (Outlook, Teams, Excel, Word, Teams, etc.).
• Establish and maintain effective business relationships with staff in other departments.
• Maintain a working knowledge of policies, procedures and related loan laws and regulations necessary to effectively perform job duties.
• Ability to effectively build relationships, establish rapport, and diplomatically communicate information.
• Effective active listening skills.
• Advanced working knowledge of consumer lending and processing, consumer loan laws and regulations, DMV procedures, tax return analysis, and Visa.
• Advanced oral and written communications skills.
• Keep all credit