Loan Advisor

Salary: $21.00

The primary responsibility of this position is to support members with their loan application inquiries. This role involves interviewing loan applicants to establish rapport, recommending suitable loan options and protection products, and providing overall guidance to ensure high levels of member satisfaction. Additionally, this position offers clerical and administrative assistance necessary for processing and finalizing member loan requests. Compliance with all relevant regulations and policies, including but not limited to the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) regulations, is a key aspect of this role.

Key Responsibilities:

• Submit loan applications and prepare them for evaluation by a Loan Underwriter. Follow up with members to discuss loan outcomes.
• Process approved loans, including mortgages and home equity loans, coordinate loan closings either in-person or online, and disburse funds accordingly.
• Promote additional loan products and loan protection options.
• Analyze indirect reports to identify further opportunities for cross-selling loan products and protection services.
• Perform other assigned duties as necessary.

Qualifications:

• High school diploma or GED is required.
• Satisfactory credit history is essential.
• Basic proficiency in Word, Excel, and Outlook is necessary.
• Deliver prompt, accurate, courteous, friendly, timely, and professional service to all members and colleagues.
• Maintain a professional appearance, demeanor, and work environment.
• Exhibit a reliable record of attendance and punctuality.
• Align with company culture and uphold internal and external service standards.

Employee Benefits:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Quarterly performance incentives
• Retirement plan
• Company-paid Long-Term Disability (LTD), Short-Term Disability (STD), and Life Insurance
• Opportunities for Professional Development
• Wellness Benefit with tax advantages
• Stay Pay

We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.