National Lending Optimization Specialist

7 days ago

Salt Lake, Utah, United States CUNA Mutual Full time
Job Title: National Lending Optimization Consultant

At TruStage, we're committed to making a brighter financial future accessible to everyone. We put people first, fostering a diverse and inclusive environment where employees and customers thrive. Our team is passionate about building insurance, investment, and technology solutions that push the boundaries of what's possible. We need your expertise to help us shape what's next.

You'll be encouraged to share your experiences, ideas, and skills to help others take control of their financial future. As a National Lending Optimization Consultant, you'll provide comprehensive support, proactive engagement, and expert consultation to sales partners and credit unions.

Key Responsibilities:
  • Member in the Middle: Work in partnership with assigned credit unions to provide clear and unbiased guidance, education, and tools to build members' knowledge and confidence in making informed financial decisions.
  • Relationships: Build and nurture collaborative partnerships with credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions.
  • Internal Stakeholder Engagement: Partner with internal stakeholders to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization.
  • Territory Management: Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose strengths and weaknesses and execute strategic plans to drive results.
  • Digital Execution: Be a subject matter expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to navigate and implement digital optimization opportunities.
  • Performance Monitoring: Analyze financial data to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance.
  • Change Management: Execute credit union recommendations through structured plans for adaptation and implementation, with continuous feedback for sustained success.
  • Process Improvement: Gather information through consultation and propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income.
  • Optimization: Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize success.
  • Partner Engagement: Be available to speak at industry events and exchange visits as needed.
Requirements:
  • Bachelor's degree in business administration, finance, economics, or a related field, or equivalent trade-off of related professional work experience.
  • Demonstrated knowledge and understanding of financial service-related products, overall financial services operations, and multi-channel lending ecosystems.
  • Use of data analysis skills with the ability to use critical thinking to derive actionable insights, problem solve, create, and implement plans for measurable change.
  • Proven time management skills with the ability to prioritize tasks, meet deadlines, and manage multiple objectives/goals simultaneously.
  • Demonstrated consultation, facilitation, and presentation skills, with the ability to motivate, influence, and convey complex ideas to others in both face-to-face and virtual channels.
  • Ability to navigate complex situations in partnership with internal stakeholders.
  • Ability to address specific client needs, provide strategic guidance, and leverage experience.
  • Life and Health insurance resident license - If currently not licensed, must earn within 90 days of starting the position.
  • Demonstrated deep understanding of the ADKAR Prosci methodology.
Position-Specific Requirements:
  • 10 years of lending/management experience preferred with a proven track record of success in coaching, consulting, and staff development and training preferably in a lending or financial services environment.
  • Ability to travel up to 50% of the time.

  • Lending Specialist

    4 weeks ago

    Salt Lake, Utah, United States eTeam Full time

    {"title": "Margin Lending Specialist", "subtitle": "Join our team as a Margin Lending Specialist and contribute to the success of our Operations Division.", "content": "As a Margin Lending Specialist, you will be responsible for monitoring margin exposure for our Private Wealth Management (PWM) business. You will work closely with our Risk, Credit, and...

  • Mortgage Loss Mitigation Specialist

    3 weeks ago

    Salt Lake, Utah, United States Intercap Lending, Inc Full time

    Job Title: Loss Mitigation SpecialistAt Intercap Lending, Inc, we are seeking a highly skilled Loss Mitigation Specialist to join our team. As a Loss Mitigation Specialist, you will play a critical role in assisting borrowers who are facing financial hardships to explore alternative options and find solutions to mitigate potential losses for our mortgage...

  • Lending Specialist

    2 weeks ago

    Salt Lake, Utah, United States eTeam Full time

    {"title": "Margin Lending Analyst", "subtitle": "Join our team and contribute to the success of our Operations Division", "content": "As a Margin Lending Analyst, you will play a critical role in monitoring margin exposure for our Private Wealth Management (PWM) business. You will work closely with our Trade and Transaction Management (TTM) organization to...

  • Margin Lending Specialist

    2 weeks ago

    Salt Lake, Utah, United States Strategic Staffing Solutions Full time

    Job Title: Margin Lending AnalystStrategic Staffing Solutions is seeking a highly skilled Margin Lending Analyst to join our team. As a key member of our Operations Division, you will play a critical role in monitoring margin exposure for our Private Wealth Management (PWM) business.Key Responsibilities:Calculate and issue margin calls for PWM clientele in a...

  • Securities Lending Analyst

    3 weeks ago

    Salt Lake, Utah, United States eTeam Full time

    Job Role: Securities Lending Operations SpecialistJob Location: Salt Lake City, UTJob Duration: 6 MonthsDescription:We are seeking a highly motivated and detail-oriented Securities Lending Operations Specialist to join our team at eTeam. As a key member of our operations team, you will be responsible for delivering transactions in agreed time-frames,...

  • Margin Lending Specialist

    4 weeks ago

    Salt Lake, Utah, United States Strategic Staffing Solutions Full time

    Job Title: Margin Lending AnalystStrategic Staffing Solutions is seeking a highly skilled Margin Lending Analyst to join our team. As a key member of our Operations Division, you will play a critical role in monitoring margin exposure for our Private Wealth Management business.Key Responsibilities:Calculate and issue margin calls for PWM clientele in a...

  • Lending Program Manager

    4 weeks ago

    Salt Lake, Utah, United States SoFi Full time

    About the RoleWe are seeking a highly skilled Lending Program Manager to join our team at SoFi. As a key member of our organization, you will play a critical role in driving increased lending volumes and optimizing the application funnel for SoFi and our investors.Key ResponsibilitiesInvestor Relationship Management: Cultivate and maintain strong...

  • Securities Lending Specialist

    2 weeks ago

    Salt Lake, Utah, United States Strategic Staffing Solutions Full time

    Job SummaryWe are seeking a highly skilled Securities Lending Analyst to join our team at Strategic Staffing Solutions. As a key member of our financial services team, you will be responsible for developing and maintaining strong relationships with stakeholders, managing operational risk, and ensuring adequate controls to manage non-generic business.Key...

  • Auto Lending Relationship Manager

    3 weeks ago

    Salt Lake, Utah, United States OneMain Financial Full time

    Auto Lending Relationship ManagerWe are seeking a talented individual to fill the position of Auto Lending Relationship Manager.As an Auto Lending Relationship Manager, you will be responsible for building and maintaining relationships with key personnel in auto dealerships to grow our indirect auto lending base.Key Responsibilities:Communicate directly with...

  • Mortgage Loan Specialist

    11 hours ago

    Salt Lake, Utah, United States Security National Financial Full time

    Job SummaryWe are seeking a highly skilled Loan Officer Assistant to join our team at Security National Financial. As a key member of our mortgage lending team, you will play a critical role in helping our customers achieve their homeownership goals.Key ResponsibilitiesEstablish and maintain strong relationships with Loan Officers to ensure seamless loan...

  • Ops PWM Margin Lending Analyst

    3 weeks ago

    Salt Lake, Utah, United States Innova Solutions Full time

    Job Title: Ops PWM Margin Lending AnalystInnova Solutions is seeking a highly skilled Ops PWM Margin Lending Analyst to join our team. As an Ops PWM Margin Lending Analyst, you will play a critical role in the calculation and issuance of margin calls for PWM clientele, ensuring timely validation and resolution of all margin calls.Key...

  • Ops PWM Margin Lending CW Analyst

    4 weeks ago

    Salt Lake, Utah, United States Innova Solutions Full time

    Job Title: Ops PWM Margin Lending CW AnalystWe are seeking a highly skilled Ops PWM Margin Lending CW Analyst to join our team at Innova Solutions. As an Ops PWM Margin Lending CW Analyst, you will play a critical role in ensuring the smooth operation of our Margin Lending business.Key Responsibilities:Calculation and issuance of margin calls for PWM...

  • Auto Lending Relationship Manager

    4 weeks ago

    Salt Lake, Utah, United States OneMain Financial Full time

    Job Summary:Foursight Capital/OneMain Auto is seeking a skilled professional to fill the position of Dealer Relationship Specialist. As a key member of our team, you will be responsible for building and maintaining relationships with auto dealerships to grow our indirect auto lending business.Key Responsibilities:Develop and execute strategies to engage and...

  • National Account Specialist

    2 weeks ago

    Salt Lake, Utah, United States Re-Bath of Utah and Colorado Full time

    Job Title: National Account SpecialistWe are seeking a highly motivated and results-driven National Account Specialist to join our team at Re-Bath of Utah and Colorado. As a National Account Specialist, you will be responsible for generating new business opportunities and building strong relationships with our customers.Key Responsibilities:Identify and...

  • Production Team Lead

    1 month ago

    Salt Lake, Utah, United States National Vision Full time

    Job Title: Production Team LeadJob Summary:We are seeking a highly skilled Production Team Lead to join our team at National Vision. As a Production Team Lead, you will be responsible for leading a team of production associates and ensuring the efficient production of high-quality lenses.Key Responsibilities:Invoice Inspection: Utilize your attention to...

  • National Account Specialist

    3 weeks ago

    Salt Lake, Utah, United States Re-Bath of Utah and Colorado Full time

    Job Title: National Account SpecialistRe-Bath is seeking a highly motivated and results-driven National Account Specialist to join our team. As a National Account Specialist, you will be responsible for generating new business opportunities and building relationships with key decision-makers in the bathroom renovation industry.Key Responsibilities:Identify...

  • Ops PWM Margin Lending CW Analyst

    2 weeks ago

    Salt Lake, Utah, United States Innova Solutions Full time

    Job Title: Ops PWM Margin Lending CW AnalystInnova Solutions is seeking a highly skilled Ops PWM Margin Lending CW Analyst to join our team. As an Ops PWM Margin Lending CW Analyst, you will be responsible for calculation and issuance of margin calls for PWM clientele, validating and ensuring all margin calls are issued on a timely basis, responding to all...

  • Business Development Officer Senior SBA

    2 weeks ago

    Salt Lake, Utah, United States City National Bank Full time

    Job Title: Senior Business Development Officer SBACity National Bank is seeking a highly motivated and experienced Senior Business Development Officer SBA to join our team. As a Senior Business Development Officer SBA, you will be responsible for developing and executing business development strategies to drive growth and revenue in the SBA lending space.Key...

  • VMI Optimization Specialist

    4 weeks ago

    Salt Lake, Utah, United States Industrial Supply Full time

    Job Title: VMI Data Project ManagerAt Industrial Supply, we are seeking a highly skilled VMI Data Project Manager to join our team. As a key member of our operations team, you will be responsible for optimizing Vendor Managed Inventory systems, analyzing inventory data, and implementing strategies to improve inventory turnover and reduce stock-outs or excess...

  • National Account Representative

    3 weeks ago

    Salt Lake, Utah, United States Re-Bath of Utah and Colorado Full time

    Job Title: National Account SpecialistWe are seeking a highly motivated and results-driven National Account Specialist to join our team at Re-Bath of Utah and Colorado. As a National Account Specialist, you will be responsible for engaging with potential customers at various locations to generate leads and build relationships with key decision-makers.Key...