Financial Life Coach/Loan Officer - Granby

Credit Union of the Rockies; Granby (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Credit Union of the Rockies in Granby, CO seeks a Financial Life Coach/Loan Officer to guide members from first hello to funded loan. You will interview members, coordinate underwriting, close loans, and earn performance-based pay while helping members reach financial goals.

As a member-facing role, you will recommend lending products, stay compliant, and build lasting relationships in a fast-paced branch environment. Join a community-focused team committed to member success.

Qualifications

• 2+ years in consumer lending or retail banking.
• Strong consultative sales skills and ability to build long-term member relationships.
• Excellent communication, organization, and attention to detail.
• Comfortable in a fast-paced, member-facing branch environment.
• Proficiency with loan origination systems and standard office software.

Responsibilities

• Interview members, collect documents, and coordinate underwriting.
• Close loans and explain terms to members.
• Recommend lending products and ancillary protections.
• Prospect visitors and maintain a strong loan pipeline.
• Represent the credit union in the community and collaborate with leadership.

Skills

Sales skills

Relationship building

Communication

Organizational skills

Loan origination software

Tools

Loan origination systems

Job description

Credit Union of the Rockies is looking for a Financial Life Coach/Loan Officer to guide members from first hello to funded loan.

Help members reach their financial goals and get rewarded. Become our next Financial Life Coach / Loan Officer in Granby: interview members, coordinate underwriting, close loans, and earn performance-based pay.

Key responsibilities

• Serve as the single point of contact for members through the loan process: interview, document collection, underwriting coordination, decision communication, and closing.
• Recommend and sell lending and ancillary products including credit insurance, GAP, and warranties.
• Prospect, convert branch visitors, and maintain a strong loan pipeline to meet volume and dollar goals.
• Provide friendly, accurate member service and represent the credit union in the community.
• Collaborate with branch and lending leadership; participate in coaching and development.

Qualifications

• 2+ years in consumer lending, retail banking, credit union lending, or similar sales/service role preferred.
• Strong consultative sales skills and ability to build long-term member relationships.
• Excellent communication, organization, and attention to detail.
• Comfortable in a fast-paced, member-facing branch environment.
• Proficiency with loan origination systems and standard office software.