Consumer Lending Specialist, Credit Union
Core
Originate consumer loans and build profitable financial relationships with credit union members while delivering exceptional service.
Role type
Consumer Lending Specialist
Builds
Consumer loans, credit cards, and ancillary financial products for credit union members
Domain
Consumer Finance / Credit Unions
Required skills
Consumer lending knowledge, credit scoring, relationship building, sales techniques, regulatory compliance (BSA, Reg E, GLBA), Microsoft Excel proficiency
Preferred skills
Bachelor's degree, 3+ years in financial services, advanced sales track record
Technologies
Microsoft Excel, Google Suite, Slack
Responsibilities
Interview loan applicants and review applications, discuss financing terms and rates, fund consumer loans per guidelines, explain adverse action reasons, recommend appropriate credit union products, ensure regulatory compliance, participate in process testing and professional development