MSC Lending Advisor I/II
About the position
The MSC Lending Advisor I/II at Apple Federal Credit Union serves as a sales and service ambassador, assisting members with consumer loan applications and providing guidance on financial products and services. This role emphasizes building member relationships, achieving sales targets, and ensuring a positive member experience through effective communication and support in an omni-channel environment.
Responsibilities
Ā Receive phone calls from members wanting to apply for a loan or have questions regarding an existing loan.
,
Ā Act as a trusted lending advisor and utilize integrity with every sale and service in all interactions with members and potential members.
,
Ā Establish and develop member relationships through an omni-channel environment and maintain the members' best interests.
,
Ā Qualify members for appropriate products and services.
,
Ā Seek to close sales of lending products and services that are beneficial to both the member and the Credit Union in accordance with sales expectations and goals.
,
Ā Achieve daily, weekly, monthly, and other contact and sales goals.
,
Ā Process member loans by phone, including interviewing and qualifying loan applicants, reviewing credit bureau reports, preparing loan documentation, and inputting information into the computer.
,
Ā Explain all documentation and procedures accurately to members.
,
Ā Follow up with members as appropriate.
,
Ā Assist members with opening and closing accounts, including loan products, and notify members of denied loan requests.
,
Ā Work with other lending support areas to assist members with basic loan servicing questions and needs.
,
Ā Prepare analytical reports in MS Excel for management summarizing leads and applications generated through member contact activities.
,
Ā Effectively communicate results and concerns with supervisor through one-on-one meetings.
,
Ā Attend required lending trainings and refreshers.
Requirements
Ā Minimum two years financial institution and/or call center experience preferred.
,
Ā Previous lending or member/customer service experience preferred.
,
Ā Previous sales experience strongly preferred.
,
Ā High School diploma or equivalent (GED) required; Associate's degree preferred.
,
Ā Excellent interpersonal communication skills.
Nice-to-haves
Ā Experience with Microsoft Excel
,
Ā Knowledge of loan processing procedures
Benefits
Ā Paid holidays
,
Ā Health insurance
,
Ā Dental insurance
,
Ā Tuition reimbursement
,
Ā Paid time off
,
Ā Vision insurance
,
Ā 401(k) matching
Apply Now
The MSC Lending Advisor I/II at Apple Federal Credit Union serves as a sales and service ambassador, assisting members with consumer loan applications and providing guidance on financial products and services. This role emphasizes building member relationships, achieving sales targets, and ensuring a positive member experience through effective communication and support in an omni-channel environment.
Responsibilities
Ā Receive phone calls from members wanting to apply for a loan or have questions regarding an existing loan.
,
Ā Act as a trusted lending advisor and utilize integrity with every sale and service in all interactions with members and potential members.
,
Ā Establish and develop member relationships through an omni-channel environment and maintain the members' best interests.
,
Ā Qualify members for appropriate products and services.
,
Ā Seek to close sales of lending products and services that are beneficial to both the member and the Credit Union in accordance with sales expectations and goals.
,
Ā Achieve daily, weekly, monthly, and other contact and sales goals.
,
Ā Process member loans by phone, including interviewing and qualifying loan applicants, reviewing credit bureau reports, preparing loan documentation, and inputting information into the computer.
,
Ā Explain all documentation and procedures accurately to members.
,
Ā Follow up with members as appropriate.
,
Ā Assist members with opening and closing accounts, including loan products, and notify members of denied loan requests.
,
Ā Work with other lending support areas to assist members with basic loan servicing questions and needs.
,
Ā Prepare analytical reports in MS Excel for management summarizing leads and applications generated through member contact activities.
,
Ā Effectively communicate results and concerns with supervisor through one-on-one meetings.
,
Ā Attend required lending trainings and refreshers.
Requirements
Ā Minimum two years financial institution and/or call center experience preferred.
,
Ā Previous lending or member/customer service experience preferred.
,
Ā Previous sales experience strongly preferred.
,
Ā High School diploma or equivalent (GED) required; Associate's degree preferred.
,
Ā Excellent interpersonal communication skills.
Nice-to-haves
Ā Experience with Microsoft Excel
,
Ā Knowledge of loan processing procedures
Benefits
Ā Paid holidays
,
Ā Health insurance
,
Ā Dental insurance
,
Ā Tuition reimbursement
,
Ā Paid time off
,
Ā Vision insurance
,
Ā 401(k) matching
Apply Now