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. , • Act as a trusted lending advisor and utilize integrity with every sale and service in all interactions with members and potential members. , • Establish and develop member relationships through an omni-channel environment and maintain the members' best interests. , • Qualify members for appropriate products and services. , • 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. , • Achieve daily, weekly, monthly, and other contact and sales goals. , • Process member loans by phone, including interviewing and qualifying loan applicants, reviewing credit bureau reports, preparing loan documentation, and inputting information into the computer. , • Explain all documentation and procedures accurately to members. , • Follow up with members as appropriate. , • Assist members with opening and closing accounts, including loan products, and notify members of denied loan requests. , • Work with other lending support areas to assist members with basic loan servicing questions and needs. , • Prepare analytical reports in MS Excel for management summarizing leads and applications generated through member contact activities. , • Effectively communicate results and concerns with supervisor through one-on-one meetings. , • Attend required lending trainings and refreshers. Requirements • Minimum two years financial institution and/or call center experience preferred. , • Previous lending or member/customer service experience preferred. , • Previous sales experience strongly preferred. , • High School diploma or equivalent (GED) required; Associate's degree preferred. , • Excellent interpersonal communication skills. Nice-to-haves • Experience with Microsoft Excel , • Knowledge of loan processing procedures Benefits • Paid holidays , • Health insurance , • Dental insurance , • Tuition reimbursement , • Paid time off , • Vision insurance , • 401(k) matching Apply Job!