Loan Officer (St. Jules/Lafayette, LA)

Pelican State Credit UnionLafayette, LA
6dOnsite

About The Position

The Loan Officer position is a front-line role, responsible for delivering outstanding service and support to members through the processing of all consumer loan products offered, including credit cards, and the opening of new accounts. This position requires strong sales skills to identify members’ needs and cross-sell appropriate products and services. Our Loan Officer must embody Pelican’s Core Values and provide excellent service in all that they do.

Requirements

  • Minimum of two (2) years of financial institution experience to include teller, contact center, lending, or loan processing duties.
  • Must have a strong background in sales.
  • Must be eligible to be licensed to sell all necessary insurance products.
  • A high school education or GED.
  • Strong problem-solving, attention to detail, and member service skills
  • Proficiency in Microsoft Office products, especially Excel

Responsibilities

  • Processing and evaluating loan applications with a high degree of accuracy and regulatory compliance, identifying red flags, and conducting thorough reviews to mitigate risks and fraud.
  • Opening and closing personal and business accounts to fully support members’ needs.
  • Issuing and servicing new credit cards for all members.
  • Deliver excellent member service in person, over the phone, in writing, and/or via all other communication channels.
  • Cross-sell credit union products and services through proactive outbound calls and in-person conversations in a manner that meets or exceeds assigned sales and performance goals.
  • Perform other job-related duties as assigned.

Benefits

  • Medical, Dental, and Vision Insurance with generous employer premium contributions
  • Health Savings Account contributions for eligible employees
  • Employer-Paid Life Insurance
  • Paid Vacation & Sick Leave
  • 15 Paid Holidays each year, which includes a Cultural Floating Holiday
  • 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment
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