Loan Advisor

American Eagle Financial Credit Union Incorporated•East Hartford, CT

2d•$26 - $28•Hybrid

About The Position

The Loan Advisor supports members throughout the consumer lending journey, from application through funding, by processing loan requests efficiently and accurately and providing attentive service. The role discusses loan protection solutions—including GAP, Credit Insurance, and MRC—and answers member questions, resolves concerns, and supports loan-related transactions. The Loan Advisor uses knowledge of consumer lending and Visa products and collaborates with internal teams to help members make informed financial decisions. This is a full-time hybrid position based in East Hartford, Connecticut. Compensation is $26–$28 per hour, depending on experience, education, aptitude, and equity. The role focuses on originating consumer loans, processing applications and files, communicating with members, promoting ancillary products, maintaining compliance, improving workflows, and contributing to an inclusive, collaborative culture. AEFCU offers development opportunities including individual development plans, educational reimbursement, job shadowing across departments, and specialized training that provides hands-on leadership practice.

Requirements

Demonstrated expertise in consumer lending and a strong foundation in loan-processing practices.
Generally, 2 to 4 years of experience in a previous loan-processing role; qualifications may be demonstrated without an absolute focus on duration.
Hands-on knowledge of lending processes.
Commitment to providing excellent member service.
Ability to contribute to team success.
NMLS certificate, license, or registration, if applicable.

Responsibilities

Proactively originate consumer loan applications to meet members’ financial needs and departmental revenue goals.
Make outbound calls and participate in targeted campaigns to generate loan applications and support production targets.
Meet and exceed sales goals and objectives.
Process consumer loan applications accurately and promptly while following policies and regulations.
Follow up with borrowers on approved loans and provide regular updates.
Analyze credit reports to identify potential savings opportunities and offer solutions to members.
Prepare and close loan files in compliance with policy and legal requirements.
Handle challenging member interactions empathetically and professionally, including communicating difficult news and suggesting alternatives.
Communicate loan approvals and denials professionally and supportively.
Promote ancillary insurance products, including payment protection plans, and use consultative selling to offer tailored financial solutions.
Stay current with industry changes, regulations, and innovations to improve compliance and operational efficiency.
Review loan-processing workflows and recommend improvements.
Seek personal and professional development and participate in training on lending procedures and best practices.
Ensure compliance with legal requirements and lending policies throughout the loan process.
Collaborate across departments to resolve member issues while maintaining satisfaction and compliance.
Promote the credit union’s values, inclusive teamwork, and collaborative workplace culture.