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/hrFive 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
Qualification
Required
High school graduate or equivalent
Fully knowledgeable of all Credit Union products and services and is able to confidently offer appropriate solutions to fit member need
Commands a thorough knowledge of the FSCU lending process from application to closing to ensure maximum funding rates
Excellent sales, interpersonal, oral and written communication skills required
Good organizational skills and attentive to detail
Proficient typing abilities
Demonstrates the ability to use technology to effectively and efficiently perform the required job functions
Able to work effectively in a fast-paced team environment
Preferred
Some college preferred but not required
Previous experience with a full-service financial institution helpful
Company
Five Star Credit Union
Five Star Credit Union is a not-for-profit financial institution.
Founded in 1964
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Steensma
President/CEO
Landon Wildes
VP/Chief Financial Officer
Recent News
American Banker
2023-08-28
Company data provided by crunchbase