Consumer Relationship Officer

Responsibilities

• Outbound calling to 350+ members each month to educate on available Credit Union products and services
• Recognizes and pursues cross-selling opportunities on Credit Union products and services
• Create future touch points and complete timely follow-up as needed for all leads
• Complete loan applications and submit to the Consumer Lending Underwriting Team for loan decisions
• Congnize and adhere to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
• Coordinate loan disbursement with the Consumer Lending Processing Team
• Maintain monthly loan production targets and closed referral goals as directed by management

Qualifications

• High school diploma or equivalent
• Minimum 2 years of experience as a consumer loan officer, consumer loan processor, or equivalent experience processing consumer loans in a branch setting
• Experience reading and deciphering Equifax credit reporting
• Ability to work Mon-Fri 8:30AM - 5:30PM
• Ability to work onsite and equally effectively remotely
• Ability to adhere to Consumer Lending regulations, policies and procedures along with Credit Union BSA and other compliance related requirements
• Prior experience working in a high-paced, detailed-oriented role with a record of meeting sales goals
• Experience with standard office equipment and systems
• Experience reviewing and analyzing or interpreting data and documentation
• Effective oral and written communication skills
• Self-driven with the ability to work independently to achieve sales goals
• Ability to collaborate and be an effective member of a team
• Ability to maintain confidentiality
• Excellent customer service skills
• Accuracy and detail-orientation
• Quality-focused