Summary

The Consumer Loan Officer maximizes Credit Union’s lending and sales opportunities by providing an efficient, user-friendly and needs-based lending process with members who apply for credit. Consistently demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and a results orientation. Exceptional member service is paramount and requires incumbents to be motivated self-starters who measure themselves against standards of excellence. Department: Loan Department Reports to: Consumer Loan Manager Status: Non-Exempt 

Responsibilities | Essential Duties and Responsibilities

• Takes incoming credit inquiries from members and provides lending solutions that are optimal to meeting their credit needs.
• Facilitates a fast, efficient loan process that is convenient for the member, and is completed remotely, via telephone/computer, without requiring the member to travel into the branch.
• Consistently responds to each individual members’ unique situation, using independent thinking rather using an order taking approach.
• Uses a thorough knowledge of the lending process, from application to closing, ensuring a smooth member experience.
• Demonstrates an unsurpassed commitment to exceptional member service and teamwork that ensures a superb member and staff experience with each encounter by exceeding their expectations and financial needs while building stronger member relationships.
• Successfully provides timely and accurate information, responses, and decisions to internal and external members while being accurate and efficient when performing transactions and member requests.
• Confidently offers appropriate solutions to fit members’ needs, drawing upon comprehensive knowledge of all Credit Union products and services.
• Consistently achieves personal, team, departmental and Credit Union goals and maximizes opportunities to consistently meet loan and sales goals, as well as deadlines.
• Builds positive rapport with fellow teammates and other Credit Union staff and demonstrates genuine concern for others.
• Actively participates in and completes all ongoing required loan and sales training.

Secondary Duties

• A minimum of 5% of the work week may include outbound calling from various lists.
• Contributes to all other Credit Union goals.
• Successfully refers mortgage loan opportunities to the Mortgage Loan Officers.
• Performs other duties as assigned.
• The Credit Union reserves the right to add/change duties at any time. 

Qualifications

• Demonstrated proficiency in providing excellent member service and in tailoring solutions to members’ unique needs.
• Strong interpersonal skills, able to communicate professionally face-to-face, on the telephone, via email and other electronic methods.
• Demonstrates a proficient use of technology to effectively and efficiently perform job functions including PCs and business related software
• .Willingly accepts and embraces constructive coaching and feedback as needed.
• Organized and able to work in a fast-paced environment. 

About the Organization

Founded in 1934, Glacier Hills has been providing service to our members for over 90 years. The Main office is located in West Bend, with branches located in Hartford, Jackson and Fond du Lac, WI. Glacier Hills is here to guide, educate and empower members to pursue their dreams and own their financial journey. 

How to Apply

Email resume to Jody Pokrandt