Loan Sales Consultant
About the role
Are you a driven sales professional with a passion for helping others succeed financially? We’re looking for a Centralized Lending Sales Specialist to join our team and deliver exceptional service while maximizing lending opportunities.
In this role, you’ll engage with members over the phone, guiding them through the lending process from application to closing while identifying opportunities to enhance their financial well-being. If you thrive in a fast-paced environment and enjoy turning conversations into solutions, this is the opportunity for you.
Responsibilities
- Promote and sell credit union loan products and services with a strong focus on closing deals
- Handle inbound and outbound loan applications with confidence and efficiency
- Identify member needs and recommend personalized financial solutions
- Navigate objections with professionalism and persuasive communication
- Manage the full lending lifecycle—from application to funding
- Build strong relationships with members by delivering a “Raving Fans” service experience
- Maintain accuracy, timeliness, and compliance in all loan processing activities
- Stay current on lending policies, regulations, and product offerings
- Collaborate with teammates to achieve shared success and support department goals
Requirements
- At least 1 year of lending experience (2+ years preferred)
- Experience in a sales-driven environment
- Strong communication and interpersonal skills with a persuasive, confident approach
- Proven ability to meet goals and thrive under pressure
- Exceptional attention to detail and organizational skills
- Able to multitask and prioritize effectively
- Strong computer proficiency, including Microsoft Office and lending software
- Typing speed of 40 WPM or higher
- A proactive, self-motivated mindset with a focus on continuous improvement
- Commitment to teamwork, accountability, and outstanding member service
Qualifications
- High School Diploma or GED required
- Some college coursework preferred
- Knowledge of lending practices, underwriting, credit reports, and relevant regulations strongly preferred
Skills
- Excellent communication and interpersonal skills
- Ability to handle multiple tasks and prioritize effectively
- Strong computer proficiency, including Microsoft Office and lending software
- Typing speed of 40 WPM or higher
- Proven ability to meet and exceed sales and funding goals
Benefits
- Health insurance
- Paid time off
- Vision insurance
- Dental insurance
- Employee discounts
Pay
$16.00 - $19.00 per hour
Schedule
Primarily seated or desk-based work with occasional standing or walking
Ability to lift up to 10 pounds occasionally
Strong communication and visual focus abilities required
Physical Requirements
Primarily seated or desk-based work with occasional standing or walking
Ability to lift up to 10 pounds occasionally
Strong communication and visual focus abilities required
Ready to Apply?
If you’re passionate about sales, service, and helping people achieve their financial goals—and want to be rewarded for your success—we’d love to hear from you!
(if you already have a resume on Indeed)
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.