Relationships and Lending Expert

5 days ago


Aston Mills, United States Sun East Federal Credit Union Full time
Unlock Your Potential as a Member Relationship Advisor

We are seeking an experienced Member Relationship Advisor to join our team at Sun East Federal Credit Union.

About the Role:

The successful candidate will be responsible for generating new accounts and loans by assisting potential and existing members with their deposit and lending needs. This role involves responding to member inquiries and referrals, opening new member deposit accounts through the online channel, and utilizing data sources to make outbound phone calls to capture member loans currently with other institutions.

This is a challenging yet rewarding position that requires strong communication and sales skills, as well as the ability to build lasting relationships with members. If you have a passion for delivering exceptional customer service and a proven track record of loan origination in a sales/commissioned environment, we encourage you to apply.

Responsibilities:
  • Loan Origination: Utilize data sources and other available resources to generate new loans and new accounts.
  • Sales Performance: Achieve or exceed minimum established individual loan volume and sales goals each month.
  • Lending Product Knowledge: Develop and maintain knowledge of all lending products and rates within the credit union.
  • Member Support: Respond to member inquiries concerning loans.
  • Outbound Calls: Complete regular outbound calls to generate new business.
Requirements:
  • Education: High School Diploma or Equivalent.
  • Experience: 1 to 3 years of similar or related experience.
  • Skills and Qualifications: Proven track record of loan origination in a sales/commissioned environment; familiarity with automated underwriting systems and loan origination systems; ability to sell while building lasting relationships; good public relations skills; basic typing and math skills; good reasoning and problem-solving skills.

In return for your expertise and dedication, you will enjoy a competitive salary and a comprehensive benefits package, including medical, dental, vision, a flexible spending account (FSA), a 401(k) plan with company match, life insurance, an interest rate reduction on loans, and employee discounts on things such as movie tickets, theme parks, and local events. As a valued member of our team, you will also have opportunities for career development and professional growth.



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