Bilingual Loan Specialist

2 weeks ago

Leavenworth, Kansas, United States CommunityAmerica Credit Union Full time
Job Summary

The Bilingual Loan Specialist plays a critical role in serving and supporting existing and potential members with loan origination requests received through various inbound and online channels. This position requires a prompt and professional member experience with an interactive, consultative, loan origination process that deepens member relationships and assists members in meeting their financial goals with the appropriate loan products and/or services.

Duties and Responsibilities
  • Provide support and service to existing and potential members who contact the credit union for lending through online applications and inbound calls, offering additional products and services.
  • Demonstrate empathy for members and create a world-class member experience.
  • Ensure applications get processed, followed up on, and completed in a timely manner.
  • Fully understand the credit union's lending products and services to assist members with their financial needs.
  • Determine members' immediate needs and opportunities by engaging the member and strengthening member relationships, uncovering the unperceived needs of the member.
  • Offer loan prospects based upon information from the credit bureau, conversation, or account information that deems worthy and beneficial to the member and the organization.
  • Utilize lending guidelines to ensure offers or requests fall within a reasonable expectation of the policy.
  • Hit metrics and goals through a combination of optimizing time, loan leads, and existing pipeline.
  • Educate, explain, and offer ancillary products with each loan conversation being had with a member.
  • Perform each financial transaction in an efficient and precise manner showing accuracy, detail, and completion.
  • Ensure the member has a complete understanding of the terms, expectations, and details of any loan interaction to avoid confusion or misunderstandings.
  • Review accounts for red flags such as: delinquencies, account holds, negative balances, memo warnings, etc. before approving, opening, disbursing any savings/loan proceeds.
  • Follow all KYC/BSA policies and procedures.
  • Support a team atmosphere in each interaction with peers, leadership, or external departments.
Requirements
  • Bachelor's degree or equivalent work experience.
  • Three (3) or more years' experience in a financial institution or retail sales position.
  • Proven sales results in a fast-paced environment with a multitude of responsibility.

Required Knowledge, Skills and Abilities:

  • Fluent in Spanish and English.
  • Knowledge of credit union products, services, policies, and procedures.
  • Convey the internal drive to be successful by approaching all goals with a can-do demeanor.
  • Ability to always exhibit a highly professional presence.
  • Possess conflict resolution skills and appropriately escalate to leadership as needed.
  • Able to work efficiently and effectively as an individual within a team environment.
  • Strong communication skills both in writing and verbally.
  • Ability to multitask within a fast-paced, sales production, and demanding environment.
  • Ability to maintain a high level of confidentiality.
  • Willingness to flex and shift to the departmental needs based on unexpected events.
  • Must be able to gain NMLS certification.

Preferred Knowledge, Skills and Abilities:

  • Knowledge of engaging sales techniques.
  • Ability to self-motivate and possess the drive to manage day-to-day activities with limited direction from leadership.
  • Knowledge of spreadsheet software and ability to use word processing software.
  • Understanding good, sound lending decisions with credit bureau experience.
  • Understanding of consumer's daily banking requirements and needs.

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