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Financial Solutions Advisor

2 months ago

Richardson, Texas, United States Texans Credit Union Full time

Job Type

Full-time

Overview

Texans Credit Union presents a remarkable opportunity for a Loan Advisor who excels in providing tailored financial solutions and closing sales while ensuring exceptional member service and responsiveness.

Position Purpose and Objectives

The Loan Advisor (LA) role within the centralized sales team acts as a primary phone liaison and sales authority for our members, guiding them through the entire loan process. LAs are adept at quickly establishing rapport with members to identify their current and unmet financial needs. They leverage this understanding to propose suitable product solutions and finalize sales while upholding a high standard of member service and urgency. LAs consistently manage multiple tasks, communicate effectively in both written and verbal forms, and surpass their performance goals.

Key Responsibilities:

  • Conduct comprehensive interviews with applicants to build relationships and gain insights into their complete financial situation, ensuring well-documented applications.
  • Analyze credit reports to cross-sell additional lending and credit union offerings, educating members on strategies to enhance their credit scores.
  • Employ open-ended questions, active listening, and persuasive communication to address objections and successfully close sales.
  • Effectively present and promote ancillary products (such as GAP insurance, extended warranties, and payment protection plans) while achieving established penetration targets.
  • Develop strong collaborative relationships with underwriting and processing teams, while also supporting fellow Loan Advisors in a team-oriented environment.
  • Maintain an organized loan pipeline to meet service level agreements through consistent follow-up and proactive communication, ensuring a high approval-to-funding ratio.
  • Clarify the loan process, gather necessary documentation, complete applications, and route them to the underwriting and processing teams.
  • Stay informed about credit reporting, loan processing protocols, and underwriting standards.
  • Ensure loan files are comprehensive and accurate, including detailed comments and recommendations to facilitate loan decisions.
  • Facilitate timely loan closings by promptly responding to underwriting and processing inquiries.
  • Actively engage in outbound calling campaigns, contests, and other sales initiatives to drive business growth.
  • Adhere to all departmental and security policies, procedures, and federal regulations, including BSA requirements.
  • Deliver outstanding customer service by addressing member inquiries, resolving issues, and directing them to the appropriate departments to ensure satisfaction.
  • Provide backup support for the general phone queue to assist members as needed.
  • Perform other duties as assigned.
Supervision: None

Qualifications:

Knowledge, Skills, and Abilities:
  • Motivated and competitive, with a focus on exceeding sales and lending objectives.
  • Ability to foster a sales/service-oriented environment.
  • Comprehensive understanding of lending practices, credit reports, and ancillary loan products.
  • Familiarity with a variety of financial products and services.
  • Exceptional member service capabilities.
  • Strong interpersonal and verbal communication skills.
  • Basic computer proficiency and typing skills.
  • Excellent time management and organizational abilities.
  • Professional demeanor in both attitude and appearance.
Education:

High school diploma or equivalent.

Experience:

Minimum of 1 year in consumer lending and at least 2 years in a sales/service role within a retail or financial institution environment.