Loan and Deposit Solutions Expert

3 weeks ago


Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full time
Loan and Deposit Solutions Expert Job Summary
We are seeking a highly skilled Loan and Deposit Solutions Expert to join our team at COASTHILLS FEDERAL CREDIT UNION. As a Loan and Deposit Solutions Expert, you will be responsible for identifying the financial needs of Credit Union members and effectively cross-selling products, services, and solutions. You will also perform a wide variety of loan and deposit-based functions, research, analyze, and resolve complex customer issues, and provide a high level of responsiveness to member inquiries by phone, email, or in person. Additionally, you will promote and maintain a positive image of the Credit Union.

Responsibilities
This role includes a wide range of responsibilities, including preparing and processing loan-related transaction requests, actively explaining, promoting, and cross-selling Credit Union services, products, programs, and investment opportunities, resolving errors, member problems, and complaints in a timely manner, accurately operating a variety of office equipment and machines, opening new membership and share accounts, and cross-selling products as appropriate. You will also thoroughly understand features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debit Cancellation (Life, Unemployment, Disability) and promote, quote, and sell to penetration levels set forth by the Credit Union. Furthermore, you will assist members in identifying loan and deposit products and follow appropriate procedures, perform advanced problem resolution and account adjustments, and promote, quote, and sell GAP, MBI, and Debt Cancellation during the loan application and funding process to penetration levels set forth by the Credit Union.

Requirements
To be successful in this role, you will need a high school diploma or equivalent and two years of progressive sales and cross-selling experience in a financial or retail environment. You will also need knowledge of consumer loans, including processing and funding, and proficiency in MS Office (especially Word). In addition, you will need to operate a variety of office equipment and machines, ability to travel, attend, and participate in training and meetings at various locations, and be an Equal Opportunity/Affirmative Action employer.

Estimated Salary Range
$55,000 - $65,000 annually

  • Santa Clara, California, United States Expert Seekers Training Full time

    Join Our TeamWe are seeking dynamic sales professionals to join our team and contribute to our success. As a remote sales representative, you will have the opportunity to transform lives and build a fulfilling career.About Our MissionAt Expert Seekers Training, we strive to provide expert insurance solutions that cater to individuals' unique needs. Our...


  • Santa Clara, California, United States PayNearMe Full time

    Company OverviewPAYNEARME develops innovative payment solutions to simplify loan repayment for members and non-members. Our modern and reliable platform enables banks and credit unions to streamline operations, reduce costs, and enhance customer satisfaction.We're headquartered in Silicon Valley with our employees distributed all across the U.S. Help us...


  • Santa Ana, California, United States Best Finance Capital Full time

    About Best Finance Capital:We are a forward-thinking company dedicated to providing exceptional financial services. Our team of experienced professionals is passionate about helping individuals achieve their financial goals through expert guidance and personalized support.Salary:$90,000 - $140,000 per yearMortgage Loan Officer Trainee Role:We are seeking...


  • Santa Ana, California, United States Alt Financial Network, Inc. Full time

    Company Overview:At Alt Financial Network, we pride ourselves on providing exceptional service that extends beyond what's expected. Our goal is to create an environment that educates and empowers business partners to grow in their mortgage and real estate-related endeavors.Job Description:We are looking for an experienced mortgage loan officer who possesses...


  • Santa Maria, California, United States MediPro Full time

    MediPro seeks a highly skilled Diagnostic Imaging Expert for a travel assignment in California.About the AssignmentDuration: 13 weeksShift: 8 hours per weekThis role requires expertise in cath lab procedures and relevant certifications like ACLS, BLS, and Fluoro. We offer a tax-free stipend amount to be determined, based on 40 hours per week (subject to...

  • Tax Solutions Expert

    2 months ago


    Santa Ana, California, United States Fresh Tax Solutions Full time

    Job DescriptionFresh Tax Solutions is a dynamic tax firm that's redefining the industry. We're seeking a highly motivated individual to join our team as a Tax Solutions Expert - Drive Revenue Growth.About UsWe're not just another tax firm – we're a movement Our clients rave about us because we're committed to transforming lives with our cutting-edge tax...


  • Santa Clara, California, United States Amazon Full time

    About the Role:We are seeking a highly skilled Cloud Solutions Expert to join our team. As a Cloud Solutions Expert, you will be responsible for designing and building scalable, flexible, and resilient cloud architectures and solutions.Responsibilities:Collaborate with customers to understand their business challenges and identify opportunities for cloud...


  • Santa Ana, California, United States GenWay Home Mortgage, Inc. Full time

    Mortgage Loan Transactions Coordinators play a crucial role in facilitating smooth loan processes at GenWay Home Mortgage, Inc. This position involves close collaboration with the Account Managers, Brokers, and VP, Operations to ensure timely completion of mortgage loan transactions.Responsibilities include monitoring the wholesale pipeline, completing...


  • Santa Clara, California, United States ServiceNow Full time

    At ServiceNow, we transform how work gets done. Our intelligent cloud-based platform connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.Job OverviewWe are seeking a skilled Strategic Solution Expert to join our Solution Consulting team. As a member of this team, you will play a crucial role in...


  • Rancho Santa Margarita, California, United States ExpiTrans Full time

    Role OverviewAs a Payment Solutions Expert at ExpiTrans, you will be responsible for delivering top-notch client support and expertise in payment processing solutions.Primary Objectives:Provide proactive and responsive support to clients through various channels to address their concerns and queries.Collaborate with internal teams to develop and implement...

  • Data Solutions Expert

    4 weeks ago


    Santa Clarita, California, United States Air Canada Full time

    Air Canada is seeking a highly skilled Data Solutions Expert to lead our data engineering, ETL/ELT, and BI teams. As a key member of our organization, you will play a critical role in translating business strategies into technical solutions.The ideal candidate will have experience in solution definition, technical oversight, and architecture leadership. You...


  • Santa Clara, California, United States ITA Group, Inc. Full time

    About the RoleWe are seeking a seasoned Sales Solutions Expert to join our team at ITA Group, Inc. As a key member of our sales force, you will be responsible for executing our sales process and closing deals for Channel Partner Solutions (CPS) opportunities within targeted accounts.The ideal candidate will possess a deep understanding of our CPS solution...


  • Santa Clara, California, United States Duco Full time

    About DucoDuco is a venture-backed company that empowers leading companies to operate safely, securely, and responsibly by mobilizing the world's leading experts. Our mission is to innovate and meet the elevated demands of competitive organizations worldwide. With thousands of world-class experts and partner organizations in over 70 countries, we build...


  • Santa Clara, California, United States TechnoGen Full time

    **Job Title:** Azure Infrastructure Solutions ExpertWe are seeking a highly skilled Azure Infrastructure Solutions Expert to join our team at TechnoGen. As a key member of our infrastructure team, you will be responsible for designing, implementing, and managing cloud-based infrastructure solutions using Microsoft Azure.**About the Role:Design and implement...


  • Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full time

    Job DescriptionWe are seeking a highly skilled Cross-Selling Consultant to join our team at COASTHILLS FEDERAL CREDIT UNION. As a Cross-Selling Consultant, you will be responsible for identifying the financial needs of Credit Union members and effectively cross-selling products, services, and solutions. You will also perform a wide variety of loan and...


  • Santa Clara, California, United States Inficare Full time

    Semiconductor MES Solution ExpertWe're seeking a highly skilled Semiconductor MES Solution Expert to join our team at Inficare. This is a contract position located in Santa Calara, CA.About the RoleAs a Semiconductor MES Solution Expert, you will be responsible for developing end-to-end digital operational process flows to effectively run Semiconductor R&D...


  • Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full time

    Job OverviewAs a Financial Services Specialist at COASTHILLS FEDERAL CREDIT UNION, you will have the opportunity to work in a dynamic environment where you can make a real difference in people's lives. This role is perfect for individuals who are passionate about delivering exceptional customer service and building strong relationships with members.About the...


  • Santa Ana, California, United States The Mortgage Mentors Llc Full time

    About The JobWe are seeking a highly skilled Residential Mortgage Professional to join our team at The Mortgage Mentors Llc. As a key member of our team, you will be responsible for originating residential real estate mortgage loans and providing exceptional customer service to our clients.The ideal candidate will have a strong understanding of conventional...


  • Santa Rosa, California, United States KLH Consulting, Inc. Full time

    Position DescriptionWe are seeking a Desktop Solutions Expert to join our team at KLH Consulting, Inc. This role involves providing technical expertise to clients, resolving issues, and ensuring optimal performance of computer hardware and software.Salary: $65,000 - $80,000 per year, depending on experience.Main Job ResponsibilitiesRespond to client requests...

  • FPGA Solutions Expert

    4 weeks ago


    Santa Clara, California, United States Achronix Semiconductor Full time

    Job SummaryWe are seeking a highly skilled FPGA Solutions Expert to join our team at Achronix Semiconductor Corporation. This is an exciting opportunity to work with cutting-edge technology and contribute to the success of our business.About the RoleThe ideal candidate will have extensive hands-on experience in FPGA/ASIC design, development, and...