Business Advisor Specialist (Lending Officer)

Job description

To provide basic business consulting services to assist members and non-members with identifying their business lending goals and objectives. Aids in promoting Navy Federal Business Solutions products and services. Understanding of appropriate lending products, deposit, Treasury Management and investment products and services to achieve the members’ goals. Manages smaller dollar volume and loan transactions. - Provide basic consultative services primarily via inbound and outbound calls to understand the members' financial needs and goals - Assist members with loan application processing and documentation - Provide basic information and guidance on loan products and services aligned to members’ goals. - Conduct preliminary assessments of loan eligibility. - Establish, maintain, and develop business relationships with members and internal/external sources - Maintain consistent, systematic, and reliable records and contact history information on each member interaction and loan applications - Develop relationships, understand member needs, and provide unparalleled quality service while quickly and accurately responding to basic member requests - Collaborate with senior advisors to res...