Consumer Loan Consultant Sr

Duties & Responsibilities

• Manages a pipeline of consumer loan applications.
• Interacts directly with customers, internal partners such as bankers and underwriters, and third party service providers in the origination of consumer loan applications.
• Communicates by phone and email in a proactive, sales-oriented manner.
• Communicates terms, requirements, and conditions of customer's loan application and obtains customer acceptance.
• Expedites the origination process by keeping all parties up to date on the status of the application and communicating new information relevant to the transaction.
• Follows up with the customer, banker, and others as needed on any outstanding documents needed to satisfy underwriting requirements.
• Researches and resolves issues related to the application.
• Sells features and benefits of products to customers, cross-sells other products and services, up-sells loan amounts, and encourages additional account usage.
• Performs other duties as assigned.

Basic Qualifications

• A high school diploma or equivalent.
• 3 or more years' experience in consumer lending or mortgage sales or processing.

Preferred Qualifications

• Excellent customer service skills, highly motivated, focused and goal oriented.
• Excellent written and verbal communication skills, including professional grammar and demeanor.
• Strong organizational skills with attention to detail, planning and follow-up.
• Ability to manage multiple priorities in a fast paced environment.