Member-Focused Consumer Lending Advisor

CU SoCal; Anaheim (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

CU SoCal in Southern California is seeking a Consumer Loan Consultant to maximize lending and sales opportunities with Credit Union Members who apply for credit over the phone by demonstrating a highly motivated, positive, outgoing, and influential personality. This role emphasizes exceptional member service and teamwork to ensure a raving fans experience in every encounter.

The position requires maintaining knowledge of loan policies and regulations, strong communication, and

Qualifications

• 1+ years of experience in lending sales.
• Knowledge of consumer lending laws and regulations is favorable.
• Proficiency with MS Office and related software applications.

Responsibilities

• Maximize lending and sales opportunities with credit union members who apply for credit over the phone.
• Demonstrate exceptional member service and teamwork to ensure a positive experience for each encounter.
• Build and maintain effective relationships with staff in other departments and stay current on loan policies and processing procedures.

Skills

Customer service

Relationship building

Active listening

Communication skills

Loan processing knowledge

Education

High School Diploma or equivalent

Associates' degree or equivalent experience

Tools

MS Office

Job description

CU SoCal in Southern California is seeking a Consumer Loan Consultant to maximize lending and sales opportunities with Credit Union Members who apply for credit over the phone by demonstrating a highly motivated, positive, outgoing, and influential personality. This role emphasizes exceptional member service and teamwork to ensure a raving fans experience in every encounter.

The position requires maintaining knowledge of loan policies and regulations, strong communication, and