Lending Sales Specialist

4 weeks ago

Baton Rouge, United States Neighbors FCU Full time
Job DescriptionJob Description

POSITION SUMMARY

Responsible for correctly and promptly taking all direct side loan applications via phone and web. Attempt to retain existing members and acquire new members by developing personalized banking relationships and by offering superior service and lending expertise. Support a sales and service culture by consistently, effectively, and efficiently offering credit union lending products along with ancillary products.

ESSENTIAL FUNCTIONS

  1. Assure that proper loan information is collected to maintain acceptable credit standards and to conform to credit union policy.

  1. Maintain monthly referral and sales requirements.

  1. Responsible for the ingesting and preparing all consumer loan applications for both members and non-members via phone and web.

  1. Review submitted applications for proper structure, possible additional sales opportunities, and prepare for submittal to the underwriter.

  1. Review loan applications with the applicant and coach on proper credit building along with answering any other lending questions applicants may have.

  1. Responsible for retaining existing members and acquiring new members through an active inbound/outbound call campaign, portfolio management, developing personalized banking relationships and by offering superior member service and products.

  1. Proactively promote and sell credit union products and services by capitalizing on cross-selling opportunities found within the application process.

  1. Establish and expand current relationships with members by determining additional product and services needs for the member.

  1. Maintain monthly participation goals including but not limited to the following: Credit Life & Credit Disability, Vehicle Service Contracts, and GAP.

  1. Quote tax, title, license, and Wildlife and Fisheries fees as needed.

  1. Be able to use multiple systems and websites proficiently and correctly.

  1. Utilize the lending origination system (LOS) as suggested. Assist in testing the LOS if requested by management, give requests and ideas for enhancements within the LOS.

  1. Collect all required documentation from members in a timely manner and make certain that all information in the application is correct and ready for funding.

  1. Work closely with both the underwriters and funders along with the other areas in the Lending Call Center in a professional and efficient manner.

  1. Counsel members on current financial situation and credit worthiness when applicable.

  1. Educate and promote the use of multiple delivery channels for member convenience and Protection Solution packages.

  1. Provide assistance with inbound/outbound sales and service calls into the Call Center as well into the branches when needed.

  1. Respond to member inquiries and requests regarding loans.

  1. Maintain knowledge of and comply with the Bank Secrecy Act as it relates to this position.

  1. Perform other duties as required or assigned by management.

KNOWLEDGE, SKILLS AND ABILITIES

- Ability to read and write.

- Ability to deal with numbers effectively; proficient math knowledge.

- Ability to provide courteous and professional service to members.

- Ability to work effectively with people at all levels.

- Ability to effectively and efficiently communicate orally, in writing, and by phone.

- Ability to analyze situations related to position and make sound decisions.

- Ability to learn, apply, and communicate knowledge of credit union products, services, and procedures.

- Ability to learn, apply, and communicate credit union collection policies and procedures.

- Ability to input and retrieve data from computer.

- Ability to use a calculator.

- Ability to type accurately.

- Ability to use and learn office machines (i.e., copier, fax, terminals).

- Ability to obtain and maintain an NMLS ID.

- Ability to obtain and maintain a Louisiana credit license.

TRAINING AND EXPERIENCE
High school diploma or equivalent required. One to two years financial services experience (preferably in a call center environment or retail sales) and/or training; or equivalent combination of education and experience.


Salary: $30,000 base + incentives
FLSA Status: Non-Exempt
Reports to: AVP Lending Call Center
Location: Perkins Branch



  • Clinical Specialist(RT, Nurse) for med device compan

    4 weeks ago

    Baton Rouge, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionClinical Specialist(RT, Nurse) for Medical Device Company Blue chip medical device manufacturer is looking to fill a "clinical specialist" position. Extensive healthcare and retirement benefits packages. Company will pay for your car, gas, expenses, cell phone, laptop, etc. Superior leadership and extensive support products....

  • Territory Sales Specialist

    2 days ago

    Baton Rouge, United States Rep-Lite® Full time

    Position: Territory Sales SpecialistAre you a dynamic and passionate sales professional with expertise in cardiac medical device? We are seeking a results-driven individual to join our collaborative team in the role of Territory Sales Specialist. This is a unique opportunity to work within a supportive team environment and contribute to the growth of our...

  • Territory Sales Specialist

    2 days ago

    Baton Rouge, United States Rep-Lite Full time

    Job DescriptionJob DescriptionPosition: Territory Sales SpecialistAre you a dynamic and passionate sales professional with expertise in cardiac medical device? We are seeking a results-driven individual to join our collaborative team in the role of Territory Sales Specialist. This is a unique opportunity to work within a supportive team environment and...

  • LOB Sales Specialist

    7 days ago

    Baton Rouge, United States Clean Harbors Full time

    The Line of Business Sales Specialist has direct responsibility for the profitable revenue growth throughout the designated areas of coverage and responsibility for their respective line of business specialty within Technical Services, Site Services, or Onsite Services. Why work for HPC Industrial? Health and Safety is our #1 priority, and we live it 3-6-5!...

  • Heat Treatment Business Development Specialist

    3 weeks ago

    Baton Rouge, United States NONDESTRUCTIVE & VISUAL INSPECTION Full time

    Job DetailsJob LocationHeat Treat Business Development-Baton Rouge - Baton Rouge , LAPosition TypeFull TimeDescriptionThe Business Development Specialist job description is as follows:Develop existing and strategically acquire new business accounts focused on financial growth and customer satisfaction;Develop and implement special sales objectives with the...

  • Fine Jewelry Sales Associate

    3 weeks ago

    Baton Rouge, United States Hannon Jewelers Full time

    Job DescriptionJob DescriptionFine jewelry sales specialistGreat career opportunity!Exciting work environment! Professional growthThe ideal candidate:Has experience in jewelry sales, luxury retail, and merchandisingHas a background in gemology and/or is willing to continue their education in gemologyHas a passion for art and designing and/or experience in...

  • Direct Loan Processor

    7 days ago

    Baton Rouge, United States Neighbors Federal Credit Union Full time

    POSITION SUMMARY Responsible for processing, funding, and quality control of loan applications. Ensure that proper loan information is collected to maintain acceptable credit standards and to conform to credit union policy. ESSENTIAL FUNCTIONS Represent the credit union to members in a courteous, professional manner. Provide prompt, efficient, and accurate...

  • Direct Loan Processor

    1 month ago

    Baton Rouge, United States Neighbors FCU Full time

    Job DescriptionJob DescriptionPOSITION SUMMARYResponsible for processing, funding, and quality control of loan applications. Ensure that proper loan information is collected to maintain acceptable credit standards and to conform to credit union policy. ESSENTIAL FUNCTIONSRepresent the credit union to members in a courteous, professional manner. Provide...

  • Heat Treatment Business Development Specialist

    5 days ago

    Baton Rouge, United States NONDESTRUCTIVE & VISUAL INSPECTION Full time

    Job DetailsJob Location Heat Treat Business Development-Baton Rouge - Baton Rouge , LA Position Type Full Time DescriptionThe Business Development Specialist job description is as follows: Develop existing and strategically acquire new business accounts focused on financial growth and customer satisfaction; Develop and implement special sales objectives...

  • Sales & Marketing Specialist

    2 days ago

    Baton Rouge, United States All Dry Services of Baton Rouge Full time

    Job Description Job Description We are looking for an enthusiastic, positive person to spread the word about our exceptional services! This role is an hourly full-time position. You will provide marketing leadership and promote the brand and business, reporting to the general manager. Your focus will be creating and maintaining strategic relationships that...

  • Lead Management Specialist and Lead Taker

    2 days ago

    Baton Rouge, United States Red Stick Restoration LLC Full time

    Job DescriptionJob DescriptionJob Description: Lead Management SpecialistPosition Overview:We are seeking a detail-oriented and efficient Lead Management Specialist to join our dynamic team. This role is crucial for ensuring accurate qualification and management of job leads, maintaining meticulous records, and enhancing customer relationships through...

  • Sales & Marketing Specialist

    2 days ago

    Baton Rouge, United States All Dry Services of Baton Rouge Full time

    Job DescriptionJob DescriptionWe are looking for an enthusiastic, positive person to spread the word about our exceptional services! This role is an hourly full-time position. You will provide marketing leadership and promote the brand and business, reporting to the general manager. Your focus will be creating and maintaining strategic relationships that...

  • Client Care Coordinator

    3 weeks ago

    Baton Rouge, United States Comfort Keepers Full time

    Make more than a living!Are you looking for a rewarding career that will allow you to make someone's day, every day? Do you love building and maintaining working relationships with others that improve their quality of life? If so, we've got the job for you!Comfort Keepers of Baton Rouge, LA is seeking a Client Care Coordinator to join our team! At Comfort...

  • Client Care Coordinator

    7 days ago

    Baton Rouge, United States Comfort Keepers Full time

    Make more than a living! Are you looking for a rewarding career that will allow you to make someone's day, every day? Do you love building and maintaining working relationships with others that improve their quality of life? If so, we've got the job for you! Comfort Keepers of Baton Rouge, LA is seeking a Client Care Coordinator to join our team! At...

  • Client Care Coordinator

    1 month ago

    Baton Rouge, United States Comfort Keepers Full time

    Job DescriptionJob DescriptionMake more than a living!Are you looking for a rewarding career that will allow you to make someone's day, every day? Do you love building and maintaining working relationships with others that improve their quality of life? If so, we've got the job for you!Comfort Keepers of Baton Rouge, LA is seeking a Client Care...

  • Accounts Receivable Specialist

    4 weeks ago

    Baton Rouge, United States Advanced Office Systems Full time

    Job DescriptionJob DescriptionPrimary responsibilities include:Processing the daily bank deposit Posting all electronic receiptsProcessing and posting all credit card and ACH paymentsCollectionsFiling monthly sales tax reportsBillingThe ideal candidate must have knowledge of state and local sales tax reporting.Accounts Receivable experience is a plus.

  • Branch Manager(Producing)

    1 week ago

    Baton Rouge, United States Guild Mortgage Full time

    ** Branch Manager(Producing)** **Job Category****:** Sales **Requisition Number****:** BRANC014437 Showing 1 location **Job Details** **Description** **Guild Mortgage Company** , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our...

  • Advanced Fabrication Specialist

    3 weeks ago

    Baton Rouge, United States Airgas Full time

    How will you CONTRIBUTE and GROW?The primary purpose of the Branch Manager is to coordinate and direct the day-to-day store operations to meet or exceed sales and margin targets by promoting sales and good customer service, maintain adequate inventory levels, and monitor purchases to control expenses. Ensures both facility and staff are in compliance with...

  • Advanced Fabrication Specialist

    3 weeks ago

    Baton Rouge, United States Airgas Full time

    How will you CONTRIBUTE and GROW?The primary purpose of the Branch Manager is to coordinate and direct the day-to-day store operations to meet or exceed sales and margin targets by promoting sales and good customer service, maintain adequate inventory levels, and monitor purchases to control expenses. Ensures both facility and staff are in compliance with...

  • ISO Services

    2 weeks ago

    Baton Rouge, United States Ergon Construction Group Full time

    Job DescriptionJob DescriptionJob Profile: Business Development Representative (Gulf Coast Region)Reports To: Director of Business DevelopmentCompany OverviewISO Services is a 40+ year old industrial service and construction company providing all disciplines of industrial maintenance and construction. We are a division of Ergon Construction Group, an Ergon,...