Member Lending Solutions Advisor

Financial Partners Credit Union; Downey (CA); On-site; USD 30,000 - 47,000; Full time

Job summary

Financial Partners Credit Union in Downey, CA seeks a Consumer Lending Specialist/Member Advisor to guide members through loan applications and financing decisions. You will assess needs, explain options, collect documents, and collaborate with underwriting to complete loans, all while delivering a high level of service.

This role emphasizes building trust with members, deepening relationships, and providing knowledge-driven lending solutions in a cooperative banking environment.

Qualifications

• Experience in consumer lending, banking, or credit unions.
• Ability to explain loan options and financial products clearly.
• Strong attention to detail in reviewing applications and documents.

Responsibilities

• Assist members with consumer lending needs and review loan products.
• Guide members through the loan application process from start to finish.
• Explain rates, terms, payments and options in a clear, member-friendly way.
• Gather documentation and coordinate with lending and underwriting partners.
• Maintain communication on status, next steps, and decisions.
• Identify opportunities to expand member relationships with relevant products.
• Deliver excellent member experience across phone and digital channels.
• Follow lending procedures, regulatory requirements, and policies.
• Collaborate with internal teams to move loans efficiently.
• Build trusted relationships with members through responsive service.

Skills

Consumer lending

Customer service

Loan processing

Financial products

Communication

Job description

Financial Partners Credit Union in Downey, CA seeks a Consumer Lending Specialist/Member Advisor to guide members through loan applications and financing decisions. You will assess needs, explain options, collect documents, and collaborate with underwriting to complete loans, all while delivering a high level of service.

This role emphasizes building trust with members, deepening relationships, and providing knowledge-driven lending solutions in a cooperative banking environment.