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Consumer Loan Advisor

2 months ago

San Diego, California, United States San Diego County Credit Union Full time
Position Overview:

The role of Consumer Loan Advisor is designed to deliver timely, professional, and precise information to members and prospective members through various communication channels. This position involves assessing loan applications, identifying potential issues, and evaluating the associated risks for the credit union. Upholding the quality service standards established by the organization is essential.

Key Responsibilities:
  • Engage with borrowers to discuss details of all approved or counter-offered consumer loan applications while exploring cross-selling opportunities.
  • Gather necessary data, validate documentation, and ensure the thorough completion of applications.
  • Promptly generate and send loan packages to borrowers via email or designated lending platforms, addressing any inquiries or concerns through phone or email.
  • Receive, examine, and confirm the authenticity of all incoming supporting loan documentation submitted through managed electronic lending systems or other channels.
  • Oversee the pipeline for loans that have been approved but not yet funded.
  • Coordinate the funding of consumer loans to guarantee that all required documentation is received and processed within the designated departmental timelines.
  • Maintain a comprehensive understanding of all Credit Union products and services, effectively communicating this knowledge to borrowers.
  • Guide and mentor team members to enhance their processing, sales, and communication skills.
  • Participate in assigned AML/BSA compliance training, adhering to the credit union's AML/BSA policies and procedures, including CTR rules and form preparation, identifying and reporting suspicious activities, performing OFAC comparisons, and ensuring proper identification of individuals in accordance with operational procedures.
Additional Responsibilities:
  • Perform other duties as assigned.
Physical Requirements and Work Environment:

The physical demands outlined here represent those that must be met by an employee to successfully execute the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

While fulfilling the responsibilities of this role, the employee is regularly required to use hands for handling objects, tools, or controls and to communicate verbally. The employee frequently needs to stand and reach with hands and arms, and occasionally walk, sit, climb, balance, stoop, kneel, crouch, or crawl.

The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required for this position include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is typically moderate.

Minimum Qualifications (Education, Experience, Skills):
  • High School diploma or equivalent.
  • Strong interpersonal and communication skills, with the ability to convey information clearly and effectively to diverse groups.
  • One to three years of experience in a contact center and/or financial services within a customer service context, whether electronic or telephonic.
  • Proven sales ability and a thorough understanding of credit union products and services, with a willingness to actively promote them.
  • Proficient in PC and Microsoft Office applications.