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

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