Loan Consultant
Start a Rewarding Career with Alliant
What will your day look like?
You will be responsible for originating consumer and home equity loan products in order to meet and exceed sales goals. You will assess members’ unique financial needs through a consultative profile, resulting in the targeted origination of new members, consumer and equity loans, new Visa credit cards, deposit accounts, investment and mortgage referrals, and ancillary product sales.
Responsibilities
Do you see yourself doing this?
- Assesses Credit Union member needs and counsels them regarding loan products and services
- Offers additional loan and collateral protection products as appropriate
- Products include GAP, MRC and Debt Cancellation which are to be sold appropriately to successfully attain sales goals and Credit Union expectations
- Refers additional Credit Union products, such as insurance, mortgage, deposit and investment products at a high level
- Originates consumer and home equity loan applications in order to meet and exceed monthly sales goals
- Makes outbound sales calls to Credit Union membership to cross sell loans and ancillary products
- Processes loan applications by generating a loan application with member financial information derived from the member interview over the phone
- Insures loan applications are complete and meet Credit Union Quality Assurance standards
Qualifications
What makes you a great fit?
You’ll be a great fit if in addition to a high school diploma and three years of experience in banking or customer service you have:
- Previous experience working in a financial institution
- Excellent verbal and written communication skills
- A self-sufficient personality and professional demeanor
When you’re happy, we’re happy!
As a thank you for joining our team, you’ll benefit from:
- Competitive medical, dental, and free vision benefits
- Competitive compensation plan
- Contributions towards gym memberships
- Generous PTO and banking holidays off
Still not convinced?
We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.