Consumer Web Loan Officer-Hybrid

Job description

Overview The Consumer Web Loan Officer is responsible for managing and processing loan inquiries from the Consumer Web Application workflow, identifying members' credit needs, and delivering exceptional member experience. This includes acting as an advisor to identify additional cross-sale opportunities, referrals to business partners and deepening member relationships, while ensuring fraud prevention and compliance with company policies. Responsibilities: - Cultivates strong member relationships by providing high-quality sales and service, identifying financial needs, and recommending appropriate financial products and services to members and non-members. - Supports department sales goals by actively promoting and selling financial products (savings, depository accounts, consumer loans, and insurance) and referring cross-sell opportunities for non-consumer loan products (e.g., real estate, commercial loans). - Executes the Credit Union’s Member Experience protocols, assessing member financial needs and identifying referral opportunities for business partners such as Financial Consultants, Business Banking, Insurance Services, and Virtual Financial Service Officers. - Efficiently p...