Lending Advisor - On-Site Member Financing Growth

OnPath Credit Union; Metairie (LA); In loco; USD 31.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation

Benefits package (Medical, Dental,Life

401(K) Plan

Descrizione del lavoro

OnPath Credit Union is seeking a Lending Advisor in Metairie, LA. You will build relationships with members, educate on loan processes, and offer personalized financial solutions to help members achieve their goals.

The role emphasizes consultative conversations, cross-selling opportunities, and achieving sales targets while navigating state and federal lending regulations. OnPath FCU promotes EPIC values and a collaborative, member-focused environment.

Competenze

• Customer service experience in financial services or retail.
• Ability to cross-sell products and services.
• Strong verbal and written communication skills.

Mansioni

• Takes inbound loan applications by phone for members and potential members.
• Processes online loan applications and enters complete information for quick decisions.
• Conducts consultative conversations, analyzes data, and offers tailored services.
• Performs cross-selling using information from the application, credit reports, and fact-finding.
• Makes outbound calls to generate new loan leads and meet sales goals.
• Explains loan policies to members in a clear, professional manner; maintains policy knowledge.

Conoscenze

Sales skills

Customer service

Cross-selling

Communication

Interpersonal skills

Problem solving

Formazione

High school diploma

Some college preferred

Strumenti

Symitar

MeridianLink

Descrizione del lavoro

OnPath Credit Union is seeking a Lending Advisor in Metairie, LA. You will build relationships with members, educate on loan processes, and offer personalized financial solutions to help members achieve their goals.

The role emphasizes consultative conversations, cross-selling opportunities, and achieving sales targets while navigating state and federal lending regulations. OnPath FCU promotes EPIC values and a collaborative, member-focused environment.