Remote Loan Advisor

7 17 Credit Union; Warren (OH); On-site; USD 42,000 - 68,000; Full time

Job summary

7 17 Credit Union is seeking a loan sales specialist to handle member interactions via designated remote delivery channels. You will interview members by phone, take loan applications, assess finances, and guide applicants to suitable loan products and insurance options while providing superior service.

The role emphasizes accurate processing, adherence to security questions, and achieving sales goals through outbound and inbound contacts, with a focus on member satisfaction and cross-selling

Qualifications

• Direct loan sales experience within the last 36 months is preferred.
• Ability to handle high-volume member contacts with accuracy and professionalism.
• Comfort with sales-focused responsibilities and meeting goals.

Responsibilities

• Interview members by phone and take complete loan applications.
• Conduct preliminary credit analysis and determine collateral values, debts, income and purpose of loan.
• Refer/sell credit insurance and ancillary loan products.
• Provide information on loan decisions and closing processes via remote channels and calls.
• Maintain accurate records and meet productivity goals.

Skills

Customer service

Communication

Sales aptitude

Problem solving

Time management

Tools

Windows OS

Job description

7 17 Credit Union is seeking a loan sales specialist to handle member interactions via designated remote delivery channels. You will interview members by phone, take loan applications, assess finances, and guide applicants to suitable loan products and insurance options while providing superior service.

The role emphasizes accurate processing, adherence to security questions, and achieving sales goals through outbound and inbound contacts, with a focus on member satisfaction and cross-selling