Sandia Area
Job Details
Job Location Albuquerque, NM
Position Type Full Time
Education Level 2 Year Degree or Experience
Travel Percentage None
Job Shift Full Time
Job Category Banking
Description
We are seeking an energetic individual who would like to begin their career in an
entry-level position
that thrives on helping others meet their financial goals. In this role, you'll assist members throughout the loan process, sell ancillary loan products, and collaborate with underwriters to ensure a seamless member experience. Join us in our mission to empower and support members every step of the way throughout the loan process.
Location:
Northeast, Albuquerque NM
Schedule of Work: - Monday to Friday: 8:30 AM to 5:30 PM - Rotating Saturday: 8:30 AM to 1:30 PM Please keep in mind that this schedule is subject to change as needed.
BENEFITS: Medical, Dental & Vision Insurance Paid Short-Term Disability, Life Insurance and AD&D Paid Federally Recognized Holidays Vacation, Birthday, Floating Holiday & Sick Leave Tuition Reimbursement 401(k) with Employer Match Pension Plan Opportunities for advancement OVERALL JOB PURPOSE
The Lending Center Consultant works closely with members and guide them through the loan process. The position will provide excellent service to all members by ensuring they understand the terms of the loan, and offer debt protection products. Collects documentation to protect the Credit Union's interest and look for additional cross-sell opportunities to best support each member.
DUTIES AND RESPONSIBILITIES
Reviews loan applications and conducts member interviews ensuring all necessary documentation is obtained and accurate. Collects any missing or relevant information that may assist the Underwriter in making the loan decision. Analyzes credit reports to effectively cross-sell additional loan products and other Credit Union services based on the individual member needs. Meets established goals for the sale of debt protection products as well as GAP and MRC. Ensures all loan information and documentation is uploaded to the Loan Origination Software. Provides additional information regarding the loan to the Underwriter by utilizing the Comment section in the Loan Origination System. Complies with all lending policies and federal regulations throughout the loan origination process. Assists the member and the Digital Services Department in establishing memberships for new applicants. Delivers exceptional customer service throughout the loan application process by addressing the member's questions and concerns. Collects appropriate documentation from the members ensure the Credit Union's lien can be perfected at origination. When necessary, follows up with members or other institutions to collect appropriate documentation or titles. Works with Member Records to determine the appropriate titling fees that need to be collected when necessary. Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES
Possess in-depth knowledge of consumer loan products, lending policies, debt protection products and other relevant details in order to determine the most suitable loan options. Requires excellent interpersonal communication skills. Excellent verbal and written communication skills. Ability to prioritize and meet deadlines. General knowledge of credit union lending is desirable. Must be able to lift up to 10 lbs. EDUCATION AND EXPERIENCE REQUIREMENTS
High school diploma or GED required. Two year Business or related degree preferred or two to four years credit union experience with progressive responsibilities in new account and/or loan operations. Basic proficiency in Microsoft applications including Word, Excel and Outlook. General knowledge of credit union operations may be desirable.
*** Please submit an employment application to www.sandia.org/careers ***
Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.
SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Location Albuquerque, NM
Position Type Full Time
Education Level 2 Year Degree or Experience
Travel Percentage None
Job Shift Full Time
Job Category Banking
Description
We are seeking an energetic individual who would like to begin their career in an
entry-level position
that thrives on helping others meet their financial goals. In this role, you'll assist members throughout the loan process, sell ancillary loan products, and collaborate with underwriters to ensure a seamless member experience. Join us in our mission to empower and support members every step of the way throughout the loan process.
Location:
Northeast, Albuquerque NM
Schedule of Work: - Monday to Friday: 8:30 AM to 5:30 PM - Rotating Saturday: 8:30 AM to 1:30 PM Please keep in mind that this schedule is subject to change as needed.
BENEFITS: Medical, Dental & Vision Insurance Paid Short-Term Disability, Life Insurance and AD&D Paid Federally Recognized Holidays Vacation, Birthday, Floating Holiday & Sick Leave Tuition Reimbursement 401(k) with Employer Match Pension Plan Opportunities for advancement OVERALL JOB PURPOSE
The Lending Center Consultant works closely with members and guide them through the loan process. The position will provide excellent service to all members by ensuring they understand the terms of the loan, and offer debt protection products. Collects documentation to protect the Credit Union's interest and look for additional cross-sell opportunities to best support each member.
DUTIES AND RESPONSIBILITIES
Reviews loan applications and conducts member interviews ensuring all necessary documentation is obtained and accurate. Collects any missing or relevant information that may assist the Underwriter in making the loan decision. Analyzes credit reports to effectively cross-sell additional loan products and other Credit Union services based on the individual member needs. Meets established goals for the sale of debt protection products as well as GAP and MRC. Ensures all loan information and documentation is uploaded to the Loan Origination Software. Provides additional information regarding the loan to the Underwriter by utilizing the Comment section in the Loan Origination System. Complies with all lending policies and federal regulations throughout the loan origination process. Assists the member and the Digital Services Department in establishing memberships for new applicants. Delivers exceptional customer service throughout the loan application process by addressing the member's questions and concerns. Collects appropriate documentation from the members ensure the Credit Union's lien can be perfected at origination. When necessary, follows up with members or other institutions to collect appropriate documentation or titles. Works with Member Records to determine the appropriate titling fees that need to be collected when necessary. Qualifications
KNOWLEDGE, SKILLS, AND ABILITIES
Possess in-depth knowledge of consumer loan products, lending policies, debt protection products and other relevant details in order to determine the most suitable loan options. Requires excellent interpersonal communication skills. Excellent verbal and written communication skills. Ability to prioritize and meet deadlines. General knowledge of credit union lending is desirable. Must be able to lift up to 10 lbs. EDUCATION AND EXPERIENCE REQUIREMENTS
High school diploma or GED required. Two year Business or related degree preferred or two to four years credit union experience with progressive responsibilities in new account and/or loan operations. Basic proficiency in Microsoft applications including Word, Excel and Outlook. General knowledge of credit union operations may be desirable.
*** Please submit an employment application to www.sandia.org/careers ***
Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.
SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.