Mobile Member Services & Lending Advisor

Clear Destination Inc.; Santa Isabel (PR); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Clear Destination Inc. seeks a Rep, Mobile Member Service to travel across multiple branches and provide timely, accurate member service. You will cross-sell credit union products and services and understand financial and lending solutions to meet members' needs.

Responsibilities include processing loans from application to close, interviewing members, maintaining relationships, and ensuring compliance with policies. Travel to branches is extensive and a high level of professionalism is required.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years' experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Must be detail oriented and possess excellent organizational skills.
• Ability to consistently represent one's self, and the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi-task, and to work well under pressure.
• Ability to work well in a team environment.
• Ability to travel (approximately 90% travel will be required). Some out-of-state travel may be required.
• Operate independently with minimal direction.
• Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Bilingual (English & Spanish)

Responsibilities

• Proficient in processing loans from application to close with proven sales results.
• Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with loan add-on products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies, and procedures.
• Responsible for the achievement of individual referrals and service goals.
• Successfully complete all required registrations or certifications as needed
• Travelling across multiple branches.

Skills

Sales experience

Communication skills

Detail oriented

Organizational skills

Team player

Multitasking

Independent worker

Travel readiness

Bilingual EN/ES

Education

High School Diploma or equivalent

Tools

Windows PC

BCU computer systems

Job description

Clear Destination Inc. seeks a Rep, Mobile Member Service to travel across multiple branches and provide timely, accurate member service. You will cross-sell credit union products and services and understand financial and lending solutions to meet members' needs.

Responsibilities include processing loans from application to close, interviewing members, maintaining relationships, and ensuring compliance with policies. Travel to branches is extensive and a high level of professionalism is required.