Phone-Web Sales Rep

FIRST FINANCIAL CREDIT UNION•Albuquerque, NM

1h•Onsite

About The Position

Continually monitor web-loan queue and answer incoming phone calls to interview members for loans and input applications. This includes reviewing personal & credit bureau information, loan policy/guidelines and looking for other loan opportunities (with competitors), to bring over to FFCU. Evaluate best loan options available and submit loans. Resolve problems, answer member questions and inquiries and identify/recommend additional products and services to benefit the members.

Requirements

High school diploma or equivalent.
2 years financial institution experience, preferably with at least 1 year in lending.
Excellent communication and team building skills
Problem solving skills
Strong follow-through and multitasking skills
Ability to interpret and apply guidelines and procedures
Math skills
Operate related computer applications and business equipment including adding machine, copy and fax machine and telephone.

Responsibilities

Interview members over the phone to collect relevant information to input into ELA system.
Explain all loan options, types and rates for the best loan option for FFCU members.
Review credit guidelines and generate credit bureaus to screen for opportunities (with competitors) to bring over to FFCU and offer additional products and services.
Ensure member is well-informed of all steps and processes needed for qualifying for the loan.
Actively look for opportunities to cross-sell FFCU ancillary loan products such as GAP, credit life & disability, etc. to each member.
Regularly monitor the web-loan queue for incoming loans and handle in between phone loan calls.
Review loans for all needed information and which type of loan will work best for the member.
Contact/call back member if needed for any corrections, more information or to offer additional products based on their credit bureau or financial situation.
Scan all necessary documents accurately and complete/assist in monthly reports in a timely & accurate manner.
Respond to all internal members and management requests in a prompt and positive manner.
Keep supervisor informed of any significant problems or concerns.
Complete required reports and records accurately and promptly.
Cross train and mentor other employees.
Be able to assist other lending programs as needed.
Other duties as assigned.
May perform a variety of miscellaneous tasks including typing, filing, scanning, computer input & answering the telephone.
Attends meetings and actively participates.