Branch Liaison - ON SITE

CONNEX CREDIT UNION INC•North Haven, CT

5d•$48,982 - $73,473•Onsite

About The Position

Connex Credit Union is seeking diverse talent motivated to improve the financial well-being of others for the Branch Liaison position within the Consumer Lending team. This role supports the consumer loan process through proactive borrower outreach and follow-up to obtain missing information, collect supporting documentation, and communicate next steps. The goal is to improve loan cycle times, increase application completion rates, and enhance the member experience. The role requires foundational underwriting knowledge to evaluate borrower scenarios, support counter-offer discussions, and assist in reworking loan structures. The Branch Liaison partners closely with retail branch staff, underwriting, and operations teams to ensure loan applications progress efficiently, enabling branch staff to focus on member relationships and new business development.

Requirements

Associate’s or Bachelor’s degree in finance, business administration, or related field.
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.
Proficiency in Microsoft Word and Excel.
Experience with loan origination systems (LOS).
Complete understanding of consumer lending regulations and compliance requirements.
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.

Responsibilities

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.
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.
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.
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.
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.
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.
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.