Loan Officer Floater

Job description

The Loan Officer Floater is a front-line role, responsible for delivering outstanding service and support to members through the processing of all consumer loan products offered, including credit cards, and the opening of new accounts. This position requires strong sales skills to identify members’ needs and cross-sell appropriate products and services. The Loan Officer Floater will float to various branches/departments and may fulfill the role of a Loan Officer or Member Experience Representative. A DAY IN THE LIFE OF A LOAN OFFICER FLOATER INCLUDES: - Processing and evaluating loan applications with a high degree of accuracy and regulatory compliance, identifying red flags, and conducting thorough reviews to mitigate risks and fraud. - Opening and closing personal and business accounts to fully support members’ needs. - Issuing and servicing new credit cards for all members. - Delivering excellent member service in person, over the phone, in writing, and/or via all other communication channels. - Cross-selling credit union products and services through proactive outbound calls and in-person conversations in a manner that meets or exceeds assigned sales and performance goals. - Se...