Financial Wellness & Lending Advisor

Guardian Credit Union; Montgomery (AL); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

Guardian Credit Union in Montgomery, AL, seeks an loan assistant/associate to assist members with opening products and services and to advise on the best financial solutions. The role emphasizes high-quality service, accurate loan documentation, and effective collaboration with underwriting teams.

Candidates should have 1–3 years of related experience, a high school diploma or GED, and strong interpersonal skills to guide members through credit options and required processes.

Qualifikationen

• Six months to two years of similar or related experience.
• High School diploma or GED is required.
• Customer service and financial services knowledge is preferred.
• Strong communication and interpersonal skills.
• Ability to work with members to assess needs and recommend products.

Aufgaben

• Assist customers with opening a wide variety of products and services and advise on utilization to meet personal financial goals.
• Provide the highest quality customer service and financial guidance to members.
• Conduct loan interviews, collect necessary information, and initiate loan transactions.
• Explain loan options and benefits (Credit Life, Disability, GAP, MBP) to members.
• Capture member stories accurately to support underwriting decisions and identify best solutions.
• Communicate lending decisions promptly and professionally while maintaining team relations.

Jobbeschreibung

Guardian Credit Union in Montgomery, AL, seeks an loan assistant/associate to assist members with opening products and services and to advise on the best financial solutions. The role emphasizes high-quality service, accurate loan documentation, and effective collaboration with underwriting teams.

Candidates should have 1–3 years of related experience, a high school diploma or GED, and strong interpersonal skills to guide members through credit options and required processes.