LOAN SPECIALIST

7 17 Credit Union • Warren, OH

10d

About The Position

The Loan Specialist serves members through remote delivery channels, providing exceptional service with a strong focus on loan products, insurance, and lending support. This role builds relationships, completes loan applications, promotes appropriate products, and helps members meet their financial needs.

Requirements

• Minimum 6 months of loan sales experience within the last 36 months (loan referral experience considered if sales aptitude is demonstrated)
• Proven achievement of sales or referral goals
• Prior contact center or direct member/customer service experience
• Strong communication, problem-solving, and sales skills
• Comfortable working in a fast-paced, sales-focused environment
• Proficient in a Windows-based system
• State of Ohio Credit Insurance License (or ability to obtain)
• Bondable; State and Federal SAFE Act registration

Responsibilities

• Take complete and accurate loan applications and perform preliminary credit analysis
• Recommend appropriate loan products, services, and credit insurance
• Communicate loan decisions and guide members through the closing process
• Proactively contact members to increase loan usage
• Handle loan and service referrals across multiple channels
• Maintain accuracy, productivity, and sales/service goals
• Verify member identity and ensure confidentiality
• Assist members with account inquiries, transactions, online banking support, and general Credit Union information

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed