Outbound Consumer Loan Specialist

About the role

A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community – City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community!

Responsibilities

• Execute outbound sales activities to drive consumer loan growth and meet or exceed production goals
• Identify lending opportunities through proactive outreach campaigns and curated lead lists
• Analyze members’ financial situations to recommend appropriate loan solutions
• Promote and cross-sell consumer lending products, including full Home Equity Products
• Build relationships with members through consultative, needs-based conversations
• Maintain accurate activity tracking and pipeline management within CRM (. e.g. HubSpot)
• Analyzes the members’ full financial story to determine opportunities to improve their financial lives.
• Consistently achieve sales goals through targeted sales activities such as outbound calls
• Guide applicants through the loan process, ensuring timely and accurate completion of documentation and compliance with all policies and regulations
• Maintain a strong pipeline of leads and track progress
• Collaborate with internal departments to ensure seamless loan processing and exceptional member service
• Actively seeks opportunities to increase loan volume
• Uncover and cross sell additional services and products.

Requirements

• Minimum of 3 years' sales experience along with a history of achieving sales goals or a suitable combination of experience, education, and/or training that provides the necessary knowledge, skills, and abilities
• High school diploma or equivalent
• Consumer lending experience is preferred
• Knowledge of Home Equity Lending products preferred

Benefits

• 4 weeks of paid time off each year
• 11 Paid holidays every year
• 401(k) match of up to 6%
• Career advancement opportunities
• A strong health and wellness program with health and financial rewards
• Annual Mental Health Day
• Annual bonus potential
• Strong work/life balance
• Pet bereavement leave

Pay

The Outbound Consumer Loan Specialist position is a commission-based position.

Schedule

N/A