[Work From Home] MSC Lending Advisor I/II

Our team is expanding! We have a new opening for a MSC Lending Advisor I/II! Based in Remote, this position puts you in a prime location for professional and personal growth. This position requires a strong and diverse skillset in relevant areas to drive success. You will be compensated with a competitive salary for your time and effort.

Â

---

Â

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

Â

Are You the One We're Looking For?

If you believe you have what it takes, submit your application without delay. We are keen to hear from talented candidates like you.

Apply To This Job