MSC Lending Advisor I/II

About the position

The MSC Lending Advisor I/II at Apple Federal Credit Union serves as a sales and service ambassador, assisting members with consumer loan applications and providing guidance on financial products and services. This role emphasizes building member relationships, achieving sales targets, and ensuring a positive member experience through effective communication and support in an omni-channel environment.

Responsibilities
• Receive phone calls from members wanting to apply for a loan or have questions regarding an existing loan.
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• Act as a trusted lending advisor and utilize integrity with every sale and service in all interactions with members and potential members.
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• Establish and develop member relationships through an omni-channel environment and maintain the members' best interests.
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• Qualify members for appropriate products and services.
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• Seek to close sales of lending products and services that are beneficial to both the member and the Credit Union in accordance with sales expectations and goals.
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• Achieve daily, weekly, monthly, and other contact and sales goals.
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• Process member loans by phone, including interviewing and qualifying loan applicants, reviewing credit bureau reports, preparing loan documentation, and inputting information into the computer.
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• Explain all documentation and procedures accurately to members.
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• Follow up with members as appropriate.
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• Assist members with opening and closing accounts, including loan products, and notify members of denied loan requests.
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• Work with other lending support areas to assist members with basic loan servicing questions and needs.
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• Prepare analytical reports in MS Excel for management summarizing leads and applications generated through member contact activities.
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• Effectively communicate results and concerns with supervisor through one-on-one meetings.
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• Attend required lending trainings and refreshers.

Requirements
• Minimum two years financial institution and/or call center experience preferred.
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• Previous lending or member/customer service experience preferred.
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• Previous sales experience strongly preferred.
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• High School diploma or equivalent (GED) required; Associate's degree preferred.
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• Excellent interpersonal communication skills.

Nice-to-haves
• Experience with Microsoft Excel
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• Knowledge of loan processing procedures

Benefits
• Paid holidays
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• Health insurance
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• Dental insurance
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• Tuition reimbursement
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• Paid time off
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• Vision insurance
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• 401(k) matching

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