Branch Liaison - ON SITE

CONNEX CREDIT UNION INC•North Haven, CT

2d•$48,982 - $73,473•Onsite

About The Position

Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission. Benefits: Competitive compensation. Medical, Dental and Vision coverage. Paid time off. 401K contributory plan with company match. The opportunity to become involved in community outreach. DescriptionThe Branch Liaison within the Consumer Lending team is responsible for supporting the consumer loan process through proactive borrower outreach and follow-up to obtain missing information, collect supporting documentation, and communicate next steps. This role focuses on improving loan cycle times, increasing application completion rates, and enhancing the overall member experience. In addition to pipeline management, this role requires foundational underwriting knowledge to evaluate borrower scenarios, support counter-offer discussions, and assist in reworking loan structures when appropriate. The Branch Liaison partners closely with retail branch staff, underwriting, and operations teams to ensure loan applications progress efficiently through the pipeline while enabling branch staff to focus on member relationships and new business development.

Requirements

Education: Associate’s or Bachelor’s degree in finance, business administration, or related field experience
Experience: 3–5 years of experience in consumer lending, loan processing, underwriting, or financial services
Working knowledge of consumer loan products, including personal, auto, and home equity.
Technical Skills: Proficiency in Microsoft Word and Excel
Regulatory Knowledge: Complete understanding of consumer lending regulations and compliance requirements
Interpersonal and Professional Skills: Strong communication and customer service skills, with ability to discuss loan options confidently Solid analytical and problem-solving skills with attention to detail Ability to manage multiple priorities in a fast-paced environment Strong collaboration skills across branch and operations teams Self-motivated with a proactive approach to follow-up and pipeline management

Nice To Haves

Exposure to credit analysis or underwriting decisioning preferred
Experience with loan origination systems (LOS)

Responsibilities

Borrower Outreach and Follow-Up Proactively contact borrowers to obtain missing documentation, stipulations, and required application details Maintain consistent follow-up cadence to ensure timely responses and prevent application delays Clearly communicate requirements, next steps, and timelines to borrowers in a professional manner
Loan Pipeline Management Monitor assigned loan pipelines to identify incomplete or pending applications Take immediate action on loans requiring additional information to keep applications moving forward Partner with underwriting and processing teams to ensure all conditions are met efficiently
Counter-Offer Communication & Deal Structuring Utilize junior underwriting skills to assess borrower scenarios and support viable counter-offers Communicate alternative loan structures, pricing adjustments, or terms to borrowers when applicable Rework deals within policy guidelines to improve approval outcomes and loan retention Escalate complex scenarios to underwriting as needed while maintaining ownership of borrower communication
Branch Collaboration Serve as a support partner to retail branch staff in progressing loan applications Provide timely updates on borrower interactions and loan status Reinforce branch ownership of the overall member relationship
Member Experience Deliver a responsive, professional, and seamless borrower experience Ensure all interactions align with organizational service standards Act as a knowledgeable resource to guide borrowers through loan options and next steps
Documentation and Record Management Maintain accurate records of borrower interactions, documentation status, and follow-up activities Ensure loan files are updated with all required information for processing and underwriting Support compliance with internal policies and procedures
Process Improvement and Support Identify opportunities to improve follow-up processes and pipeline efficiency Provide feedback to management on trends impacting loan processing, structuring, and borrower responsiveness Assist with special projects and departmental initiatives as needed