Consumer Loan Advisor

Forum Credit Union•Fishers, IN

12h

About The Position

Join Our Team as a Consumer Loan Advisor ! Are you passionate about creating extraordinary experiences and helping people with their financial needs? If so, we have the perfect opportunity for you! As a Consumer Loan Advisor at FORUM Credit Union, you'll play a key role in connecting members with the right consumer loan products while identifying additional opportunities to support their financial goals.

Requirements

High school education or GED.
One to three years of similar or related experience.

Responsibilities

Be the Voice of Support: Answer inbound calls and respond to online requests related to consumer lending, ensuring every interaction is helpful and informative.
Drive Engagement: Proactively make outbound calls based on potential leads, such as loan payoffs, recent inquiries, and prescreen opportunities, to engage both current and prospective members.
Achieve Lending Goals: Focus on meeting assigned lending targets, while effectively promoting auxiliary products like payment protection and GAP coverage.
Champion the Loan Process: Support the Centralized Loan Closing Process, ensuring accuracy and efficiency in all loan requests to build strong lending relationships.
Be a Resource: Act as a primary lending resource to assist with training and respond to employee inquiries, fostering a knowledgeable and supportive team environment.
Deliver Extraordinary Service: Provide exceptional service by being responsive to member needs and keeping your supervisor informed of any issues or concerns promptly.