Job Description
Description Hours: Between 8:30 am – 5:30 pm, Monday – Friday w/ some Saturdays
Pay: Starting at $70,000 or more depending on experience. Plus opportunities for bonus & incentive.
Your Purpose Will Be This person will manage all aspects of a loan by phone call center responsible for the delivery of an exceptional loan experience through expert product knowledge; professionalism and prompt response, guaranteeing a 24 hour close for 95% of all loans. Also, every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.
Management What You’ll Do: - Manages their Financial Services Reps and Loan processors to maximize lending and sales opportunities with members who apply for credit via phone or internet.
- Cross trains all members of the department so they can deepen our relationship with members by competently discuss all consumer loan, deposit, and account services.
- Achieve goals based on product cross sell, ancillary insurance cross sell and penetration, accuracy, volume, and member satisfaction.
- Reviews data, monitors activity and uses strong interpersonal skills and influence to consistently motivate sales team and meet sales goals.
- Monitors service calls to observe employee demeanor, technical accuracy, and conformity to company policies.
- Manage the prospecting plan, track, and communicate department results.
- Hires, trains, mentors, and develops team abilities. Conduct coaching and performance evaluation of team members.
- Coordinates and facilitate regular team meetings.
- Understands role and responsibility with the Business Continuity Plan.
- Understands the Bank Secrecy Act and how it is applied.
CL Processing & FSR Related Duties - Manage department’s basic and advanced Financial Service Rep duties, including, but not limited to cross selling of all products, processing consumer loan apps, determine value of pledge collateral, reviewing Credit Bureau information to determine loan rescues and total and unsecured debt ratios.
- Manage department’s basic and advanced Central Loan duties, including but not limited to verifying income, preparing payoffs, preparing accurate loan docs, perfecting the collateral lien, making sure the loan is complete, and funding.
Perks For You - Affordable health insurance with employer HSA contributions.
- 14.47% 401(k) contribution (no matching necessary).
- 23 PTO days each year.
- 12 paid holidays.
- Opportunity for advancement and career growth.
- Ongoing paid training opportunities.
- Discounts on Credit Card interest rates.
- Discounts on Mortgage Loan fees.
- Plus other employee banking perks.
Requirements Qualifications: - Three to five years sales experience in a call center environment. Further banking or Credit Union background a plus.
- High school diploma or GED.
- Proven effective leadership and communication skills.
- Proficient with standard office business machinery and software.
- Working knowledge of Microsoft Word/Excel/Outlook.
Work Environment & Physical Requirements - Works primarily in an office environment, with occasional trips into field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
- While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp, and reach. A computer, phone -possibly including a smart phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Tags
Work at office, Monday to Friday,