Upstate NY)

TruStage•Evansville, IN

3d•$83,100 - $124,700•Remote

About The Position

The Lending Optimization Consultant role serves as the subject matter expert with in-depth knowledge of credit union lending ecosystems and technology. In the role, they provide comprehensive support, proactive engagement and expert consultation to sales partners and credit unions. Operating from their home-based office, the Lending Optimization Consultant works both face-to-face and remotely (phone/internet) to support the needs of their assigned credit union clients. This position is part of the Select East team, which is mostly virtual but covers Indiana, Kentucky, Ohio, Pennsylvania, and Upstate NY.

Requirements

Bachelor’s degree in business administration, Finance, Economics, or a related field, or equivalent trade-off of related professional work experience.
Demonstrated knowledge and understanding of financial service-related products, overall financial services operations, and multi-channel lending ecosystems.
Use of data analysis skills with the ability to use critical thinking to derive actionable insights, problem solve, create, and implement plans for measurable change.
Proven time management skills with the ability to prioritize tasks, meet deadlines, and manage multiple objectives/goals simultaneously.
Demonstrated consultation, facilitation, and presentation skills, with the ability to motivate, influence, and convey complex ideas to others in both face-to-face and virtual channels.
Ability to adapt style based on size of group and method of delivery.
Ability to navigate complex situations in partnership with internal stakeholders.
Ability to address specific client needs, provide strategic guidance, and leverage experience.
Life and Health insurance resident license – If currently not licensed, must earn within 90 days of starting the position.
Demonstrated deep understanding of the ADKAR Prosci methodology.

Nice To Haves

4 Years of lending/management experience preferred with a proven track record of success in coaching, consulting, and staff development and training preferably in a lending or financial services environment.
Ability to travel up to 10% of the time.

Responsibilities

Provide clear and unbiased guidance, education, and tools to build member knowledge for confident financial decisions, aiming to improve member financial wellbeing.
Build and nurture collaborative partnerships with credit union management and front-line lending staff to increase loyalty to TruStage and its lending-related solutions.
Partner with internal stakeholders to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment.
Manage assigned territory as a business, utilizing data to diagnose strengths/weaknesses and execute strategic plans to drive results.
Act as a subject matter expert on the digital lending landscape, providing expertise to credit unions on implementing digital optimization opportunities related to their Data Processing and Core Systems to maximize results and ensure a seamless multi-channel loan experience.
Analyze financial data to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance. Measure the effectiveness of customer optimization initiatives using KPIs and metrics, monitor performance, and provide recommendations for continuous improvement.
Execute credit union recommendations through structured plans for adaptation and implementation of change with continuous feedback for sustained success.
Gather information through consultation and utilize credit union strategic objectives and culture to identify inefficiencies in processes, lending workflows, and systems. Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income.
Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize partner success.
Be available to speak at industry events and exchange visits as needed.