Story-Driven Loan Solutions Specialist

Bridgeway Credit Union; Phenix City (AL); On-site; USD 36,000 - 52,000; Full time

Job summary

Bridgeway Credit Union in the United States seeks a Loan Sales Representative to engage members, understand their needs, and guide loan applications to decision. You will lead conversations, collect required information, and coordinate with underwriting and processors to ensure a smooth process from inquiry to closing.

The role emphasizes outbound outreach, cross-selling, and maintaining momentum in a fast-paced sales environment, with a focus on delivering customer-centered financial solutions.

Qualifications

• High school diploma or equivalent required; college coursework or a degree in a related field is highly preferred.
• Ability to learn underwriting techniques, sales tools, and lending procedures.
• Strong communication and problem-solving abilities required.

Responsibilities

• Welcome members, build trust quickly, and create a comfortable conversation about what they want to accomplish.
• Ask thoughtful follow-up questions to understand the whole story—including the purpose of the loan, the member’s priorities, relevant financial circumstances, and the desired outcome.
• Gather complete information by phone or electronically so each loan application is ready for an informed review.
• Take clear, thorough notes that capture the member’s story, key facts, questions, explanations, and next steps for underwriting and loan processors.
• Recommend loan options, insurance products, and other credit union solutions that support the member’s goals.
• Set expectations, explain rates, policies, payoffs, and the loan process, and remain a trusted point of contact throughout the loan life cycle.
• Generate new business through outbound calling, lead development, cross-selling, and partnerships with local businesses.
• Follow up promptly, respond to electronic requests within 24 hours, and keep members and internal partners informed.
• Collaborate with underwriting, loan processors, and teammates to create a smooth experience from the first conversation through closing.

Skills

Verbal communication

Written communication

Mathematical skills

Presentation skills

Reasoning skills

Problem solving

Education

High school diploma

College coursework or related degree preferred

Job description

Bridgeway Credit Union in the United States seeks a Loan Sales Representative to engage members, understand their needs, and guide loan applications to decision. You will lead conversations, collect required information, and coordinate with underwriting and processors to ensure a smooth process from inquiry to closing.

The role emphasizes outbound outreach, cross-selling, and maintaining momentum in a fast-paced sales environment, with a focus on delivering customer-centered financial solutions.