Loan Advisor & Member Growth Specialist

Neighbors Federal Credit Union; Baton Rouge (LA); On-site; USD 42,000 - 56,000; Full time

Job summary

Neighbors Federal Credit Union in Baton Rouge, LA is seeking an in-office Consumer Loan Specialist to accurately take direct loan applications and support members through the lending process. You will collect documentation, review applications, and liaise with underwriters while advising members on credit options.

The role emphasizes building banking relationships, providing superior service, and promoting loan products and ancillary offerings to retain and grow the membership base.

Qualifications

• High school diploma or equivalent required.
• One to two years financial services experience (call center or retail sales) or equivalent training.
• Ability to read, write, and work with numbers.
• Willingness to learn and understand credit union products and procedures.
• Ability to communicate effectively with members and colleagues.

Responsibilities

• Receive and prepare consumer loan applications for members and non-members.
• Collect required documentation and ensure accuracy for processing.
• Review applications for structure and quality; submit to underwriter.
• Counsel members on credit and lending options and cross-sell products.
• Achieve monthly referral and sales goals; promote multiple delivery channels for loan services.

Skills

Strong communication

Numerical proficiency

Customer service

Teamwork

Oral and written communication

Credit knowledge

Sales ability

Education

High school diploma

Tools

Lending Origination System (LOS)

Job description

Neighbors Federal Credit Union in Baton Rouge, LA is seeking an in-office Consumer Loan Specialist to accurately take direct loan applications and support members through the lending process. You will collect documentation, review applications, and liaise with underwriters while advising members on credit options.

The role emphasizes building banking relationships, providing superior service, and promoting loan products and ancillary offerings to retain and grow the membership base.