Member Advisor (Consumer Loan Officer)

Blue Eagle Credit Union; Virginia (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Incentive pay

Bonus opportunities

160 hours PTO per year

Paid holidays

Health/dental/vision insurance

Telemedicine benefits

401(k) with company match

Wellness program

Career development

Job summary

Blue Eagle Credit Union is seeking a Member Advisor who serves as a Loan Officer and front-line member service representative. The role emphasizes delivering exceptional service, guiding members through loan applications, underwriting, and closing loans, and achieving sales goals.

The position requires a high school diploma or GED, strong communication, proficiency with Microsoft Office or Google Apps, and NMLS registration.

Qualifications

• Excellent member service experience.
• High School diploma or GED equivalent required.
• Exposure to a sales and service environment with sales goals.
• Engaging personality with strong communication skills with the ability to influence others.
• Experience utilizing Microsoft Office Suite or Google Applications.
• Ability to be registered in the Nationwide Multistate Licensing System and Registry (NMLS).
• Preference will be given to applicants with banking or credit union experience.

Responsibilities

• Lead and grow the Credit Union by adding new members and expanding existing relationships through probing and interviewing skills.
• Focus on growing loan portfolios by accepting applications, underwriting, decisioning, and closing loans.
• Attain sales goals.
• Provide professional and timely responses to member inquiries by phone, email, chat, or in person.
• Perform transactional and operational responsibilities and learn all branch operations; protect against risk of loss.
• Become proficient in credit union regulations, policies, and procedures.

Skills

Member service experience

Sales experience

Communication skills

Microsoft Office

Google Applications

NMLS registration

Education

High School diploma or GED

Tools

Microsoft Office Suite

Google Apps

Job description

Description

Member Advisors are Loan Officers at Blue Eagle!

Member Advisors serve as the Credit Union's primary front-line member service representatives and are responsible for creating an exceptional impression on all our members by offering solutions that help them see banking differently!

Key job functions include, but are not limited to:

• Leading and growing the Credit Union through the addition of new members and the expansion of existing member relationships using probing and interviewing skills
• Focusing on the growth of the Credit Union's loan portfolios (accept application, underwrite loan, decision loan, close loan)
• Attaining sales goals
• Professionally & timely responses to member inquiries by phone, email, chat, and/or in person
• Accurately performing transactional and operational responsibilities by learning all aspects of branch and/or contact center operations; protecting against risk of loss
• Becoming proficient in credit union regulations, policies, and procedures

Why join the top notch culture at Blue Eagle Credit Union:

• Monthly INCENTIVE earning potential
• Quarterly BONUS earning potential
• Generous paid time off of 160 hours per year (4 weeks) starts accruing day 1
• Paid holidays equates to an additional 10 days off per year
• FREE health, dental, vision insurance
• FREE telemedicine services for all team members (and your immediate family)
• 401(k) plan with company match of 100% up to 6%
• Active wellness program with gym membership reimbursements and more!
• Ancillary benefits include cancer, critical illness, accident, and supplemental life insurances
• Health Savings Account option
• Dependent Care Flexible Spending Account
• Mental Health resources
• Community involvement opportunities provide an additional 8 hours of paid time off to serve
• Career development

Requirements

Requirements

The ‘must haves’ for this position include:

• Excellent member service experience
• High School diploma or GED equivalent required
• Exposure to a sales and service environment that has sales goals
• Engaging personality with strong communication skills with the ability to influence others
• Experience utilizing Microsoft Office Suite or Google Applications
• Ability to be registered in the Nationwide Multistate Licensing System and Registry (NMLS)
• Preference will be given to applicants who have applicable experience in the credit union or banking industry

To name a few expectations, this person:

• Becomes a lending expert including performing the entire consumer loan process and residential mortgage process from interview to close by accepting, analyzing, underwriting on loan applications up to individual lending authority.
• Provides ongoing support to members via a needs based sales approach of the Credit Union's products and services.
• Becomes a Credit Union ambassador and fluent in all branch operations.
• Develops new business and maintains an active pipeline via outbound sales calls and business development initiatives to ensure individual and team sales goals are accomplished

This position requires candidate to work in office at any of our Roanoke locations.