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Five Star Credit Union · 5 months ago

Financial Lending Advocate-Outbound (Dothan, AL)

Dothan, AL, US

Full-time

Onsite

New Grad, Entry Level

$19.92/hr - $24.90/hr

Five Star Credit Union is dedicated to brightening the financial future of the communities they serve. They are seeking a Financial Lending Advocate - Outbound to utilize sales leads for lending opportunities, make outbound calls, and enhance member relationships through effective service and support.

BankingFinancial ServicesNon Profit

Responsibilities

Assumes responsibility for the effective performance of loan solicitations

Meets and exceeds monthly sales goals for loan volume and ancillary product sales

Utilizes, researches, and identifies opportunities from loan leads provided by marketing and loan department. Then places outbound calls to members in an effort to solicit new business and increase member share of wallet. The primary focus is on inbound calls and internet leads

Calculates terms, finance charges, insurance rates, etc. on loans for proper disclosure on promissory notes

Receives, reviews, and processes related paperwork and refers all loan applications to Loan Underwriter. Follows up on paperwork to ensure its completeness and accuracy

Ensures that members that accept sale offers are forwarded to closing team and all documents are completed and any additional steps needed to complete the loan process are full filled in a timely manner

Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures interviews and service requests are properly documented

Assumes responsibility for establishing and maintaining effective and professional business relationships with members

Addresses members’ requests and questions promptly and courteously

Informs members of Credit Union products and services. Provides routine information concerning loan applications, account balances, direct payment plans, etc

Maintains the Credit Union’s quality and professional reputation

Assumes responsibility for related duties as required or assigned

Ensures work area is clean, secure, and well maintained

Keeps informed regarding policy and procedure changes

Actively and professionally cross sells Credit Union services

Performs other duties as required or assigned