Statewide Federal Credit Union · 19 hours ago

Loan Officer

Texas, United States

Full-time

Remote

Mid, Senior Level

3+ years exp

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Financial Services

Hiring Manager

Casey Bacon

Insider Connection @Statewide Federal Credit Union

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Responsibilities

Deliver outstanding service to both members and team members that is reflective our Brand Messages:

We understand what you’re going through.

We’re from here, we look out for each other.

Working together for common goals.

Finding and Sharing Success.

One Team. One Statewide.

Expert Lending Services: Utilize your minimum of 3 years of lending experience to provide exceptional service to our members. Experience with software such as Correlation, Lending 360, Symitar, or Meridian Link is a plus.

Live out the Core Values in every interaction with members and fellow staff.

Meet or exceed all service expectations as measured by Member XP and The Internal Service Survey.

Meet and exceed all sales and referral expectations as established for the position.

Possess adequate product knowledge as measured by the product knowledge certification assessment.

Provide loan information and conduct loan interviews with potential applicants to analyze loan needs. Explain loan options, rates, and terms; explain features and advantages of credit insurance products to promote sales.

Maintain ongoing communication with the supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes, and other important information within the area of responsibility. Take an active role in the employee coaching process.

Maintain a professional and courteous attitude with all people, including fellow employees, members, management, Board Members, and outside vendors. Cooperate with other branch/department personnel to ensure team effort and prompt member service are consistently practiced.

Perform other duties as needed or assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Lending experienceFinancial services experienceBanking experienceProduct knowledgeCoaching skills