Consumer Loan Coordinator

To assist members with their consumer lending needs (consumer loans and Visa), analyze loan and consumer

requests and make recommendations based on Credit Union's lending policies, federal regulations, and local and

state laws. The Consumer Loan Coordinator will be the first point of contact for both Consumer Loan and Visa

inquiries.

Responsibilities

• Answers Financial Service Department queue calls as well as other correspondence from members for both consumer loan and Visa inquiries. In addition, the Consumer Loan Coordinator will assist applicants on the status of their application.
• Explains loan programs to members, evaluates their needs and recommends options by promoting and cross selling the Credit Union's products and services.
• Works with other departments as necessary to achieve success or minimize risk.
• Meet the minimum established incentive goal each month.
• Return all phone calls and answer all correspondence within 24 hours.
• Provide informed, professional, and accurate service and support to all members and associates.
• Demonstrate a knowledge of all consumer loan and Visa products and rates, both within the Credit Union and from the industry overall.
• Maintain a dependable record of attendance and timeliness.
• Comply with the Credit Union's security policy and other policies and procedures, if applicable.

Qualifications

• One month to twelve months of similar or related experience.
• A high school education or GED.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Must possess sales/service skill.
• Basic knowledge of Consumer Lending products preferred.