Web Loan Advisor - Member Experience & Lending

Logix Federal Credit Union; Buckeye (AZ); On-site; USD 41,000 - 50,000; Full time

Job summary

Logix Federal Credit Union is seeking a Consumer Web Loan Officer to manage loan inquiries from the Consumer Web Application workflow, assess members' credit needs, and deliver an exceptional member experience.

You will identify cross-sell opportunities, refer to business partners, and deepen member relationships while ensuring fraud prevention and policy compliance. This role requires at least 1 year of consumer lending experience and a preference for a 4-year degree.

Qualifications

• Superior oral and written communication, telephone etiquette.
• Knowledge of depository and loan products and consumer lending.
• Experience verifying income documentation.
• Ability to multi-task across multiple systems.
• Knowledge of credit union systems, policies and procedures is a plus.
• NMLS Mortgage Loan Originator license required within 6 months of start.
• CCUFC certification within 9 months of start.

Responsibilities

• Cultivates strong member relationships by providing high-quality sales and service, identifying financial needs, and recommending appropriate financial products.
• Promotes and sells financial products and refers opportunities for non-consumer loans (e.g., real estate, commercial loans).
• Executes member experience protocols and refers opportunities to partner teams.
• Processes member consumer web applications, including loan funding documentation.
• Reviews credit reports to deepen member relationships with tailored products and services.
• Uses credit scoring and compliant lending practices to make decisions; explains denials when needed.
• Responds promptly to member inquiries via phone, SMS, or email.
• Performs interviews to gather information for underwriting and verification of documents.
• Reads income documents to assess qualifications for underwriting.
• Ensures compliance with laws and Credit Union policies; assists audits as required.
• Participates in staff development for sales, service, and teamwork.
• Reports to work on time and performs other duties as assigned.

Skills

Communication skills

Verbal & written communication

Phone etiquette

Loan product knowledge

Income documentation verification

Multi-tasking

Credit union systems

NMLS Mortgage Loan Originator

CCUFC certification

Education

Bachelor's degree preferred

Job description

Logix Federal Credit Union is seeking a Consumer Web Loan Officer to manage loan inquiries from the Consumer Web Application workflow, assess members' credit needs, and deliver an exceptional member experience.

You will identify cross-sell opportunities, refer to business partners, and deepen member relationships while ensuring fraud prevention and policy compliance. This role requires at least 1 year of consumer lending experience and a preference for a 4-year degree.