Loan Advisor I

Summary

The primary focus of the Loan Advisor I is to build and deepen relationships of our members through loan and new membership interactions. The position is responsible for gathering all information pertinent to granting a loan application and advise the appropriate products and services to benefit and protect the member’s financial future.

Essential Functions

• Actively cross-sell credit union services by providing information to current, new and potential member.
• Create excellent service experiences that promote the Veridian brand.
• Interview members, in person, by phone, and video applying for a loan. Assist member in selecting the appropriate loan type.
• Complete loan application, updating member records and preparing new records as required.
• Conduct outbound calls to proactively partner with members.
• Provide debt counseling to members.
• Assist members over the phone.
• Build new member relationships while offering products and services tailored to the members current and future financial needs.
• Consistently achieves the established sales targets of Veridian product and services such as ancillary products, loan growth, referrals, outbound initiatives, and new memberships.
• Understand and be familiar with all branch operations and loan regulations and guidelines.
• Ability to perform all retail, operations, and procedural responsibilities of Teller Service Representatives and Member Service Representatives.
• Support Member Contact Center to enhance our member experience as needed.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• 1+ years of experience in a financial institution or closely related area.
• Proven success in the areas of Member service, sales, and advice.
• Fluent computer skills in a Microsoft Windows Environment

Preferred Education And Experience

• Knowledgeable of loan procedures and related legal requirements.
• 6+ months of Veridian product and service knowledge.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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