Loan Advisor
About The Position
Meridian Trust is seeking an enthusiastic, member-focused Loan Advisor to build relationships, understand members’ needs, and connect them with personalized financial solutions. The role supports the sales and servicing of consumer loans and second-position mortgages, as well as new accounts and deposit products. The Loan Advisor provides efficient, high-quality service in person and online, works with operations and sales teams toward individual and credit union goals, and may assist with teller and cash vault transactions to support branch needs. The role also provides operational support and member service while maintaining essential controls and safeguards.
Requirements
- Two years of similar or related experience, including time spent in preparatory positions.
- Previous experience with consumer lending.
- Ability to work in a team environment to achieve goals.
- Solution-driven mindset.
- Passion for credit unions.
Nice To Haves
- HELOC experience.
Responsibilities
- Build relationships with members and understand their financial needs and goals.
- Recommend consumer loans, second-position mortgages, and deposit solutions.
- Support the sales and servicing of consumer loans and second-position mortgages.
- Assist with new accounts and deposit products.
- Provide quality, efficient service in person and online.
- Work with operations and sales teams toward personal and credit union goals.
- Support teller and cash vault transactions when needed to meet branch needs.
- Provide operational support and maintain essential controls and safeguards.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with employer match
- Employer-paid life insurance
- Paid holidays
- Paid time off
- Flexible spending accounts
- Opportunities for growth and career development
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
