Member Loan Advisor — Inbound/Outbound Sales

United Federal Credit Union; Reno (NV); On-site; USD 42,000 - 64,000; Full time

Job summary

United Federal Credit Union seeks a Member Service Advisor (MSA) Loan Queue to strengthen member relationships through efficient handling of service requests and proactive loan/deposit product sales. Responsibilities include processing loan applications, evaluating credit, and approving or denying within guidelines.

In this role you will act as the primary product information source for members and staff, maintain documentation, and contribute to training.

Qualifications

• High school diploma or equivalent required; some college preferred.
• Two years’ experience in a related field.
• NMLS registration required upon hire.

Responsibilities

• Sell and deliver Credit Union loan products and services, including add-ons, by gathering information, evaluating credit reports, and approving/denying requests per guidelines.
• Serve as the primary product information and service support contact for member/staff inquiries via phone; provide timely problem resolution and account maintenance.
• Provide accurate, complete, and consistent documentation of member interactions and transactions.
• Sell and deliver all Credit Union investment and convenience products and services.
• Maintain up-to-date knowledge of all Credit Union products/services.
• Participate in training and contribute to team development.

Skills

Communication skills

Business writing

Computer literacy

Lending principles

Analysis

Sales skills

Credit Union products

Adaptability to change

Education

High school diploma or equivalent

Some college

Job description

United Federal Credit Union seeks a Member Service Advisor (MSA) Loan Queue to strengthen member relationships through efficient handling of service requests and proactive loan/deposit product sales. Responsibilities include processing loan applications, evaluating credit, and approving or denying within guidelines.

In this role you will act as the primary product information source for members and staff, maintain documentation, and contribute to training.