[Work From Home] MSC Lending Advisor I/II
Our team is expanding! We have a new opening for a MSC Lending Advisor I/II! Based in Remote, this position puts you in a prime location for professional and personal growth. This position requires a strong and diverse skillset in relevant areas to drive success. You will be compensated with a competitive salary for your time and effort.
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About the positionThe 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 Apply Job!
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Are You the One We're Looking For?
If you believe you have what it takes, submit your application without delay. We are keen to hear from talented candidates like you.
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