[Hiring] Consumer Loan Originator @PFCU

Role Description

PFCU is an Equal Opportunity Employer.

The Consumer Loan Originator is responsible for making outbound phone calls to members regarding various items ranging from general services to presenting specific targeted sales opportunities. Additional responsibilities include accurate processing of applications for new accounts, loans, and other products and services received through all member channels. Support, model & adhere to PFCU’s Service Standards as outlined in My MARC.

• Make contact with members to support sales or promotional campaigns.
• Promote and provide loan products through outbound calls.
• Analyze member’s credit data, financial situation, and financial goals.
• Follow-up and maintain pending loan queue.
• Proactively identify financial needs and educate members on solutions.
• Assist members with in-depth questions about their accounts.
• Accurately process incoming applications for new accounts, loans, and other products.
• Timely processing of loan applications and serve as the member liaison.
• Engage in continuous learning to maintain knowledge in all areas of responsibility.
• Demonstrate sensitivity, support, respect, flexibility, dependability, and timeliness.
• Build deeper relationships with members by cross-selling products and services.
• Meet or exceed established minimum performance expectations.
• Provide regular reports regarding efforts and results.
• Maintain ongoing communication with supervisor regarding pertinent issues.
• Demonstrate enthusiastic support of corporate mission and core values.
• Seek training opportunities to develop or enhance skills.
• Perform all other duties as assigned.

Qualifications

• High School Graduate or equivalent.
• A minimum of two (2) years of experience as an Experience Specialist, Consumer Lending Processor, Indirect Lending Processor, or Development Support Specialist at PFCU is preferred.
• Equivalent sales experience in a similar role outside of PFCU will also be considered.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups.
• Ability to add, subtract, multiply, and divide in all units of measure.
• Ability to compute rate, ratio, and percent.
• Ability to apply common sense understanding to carry out instructions.
• Ability to creatively structure good performing loans within PFCU policies.
• Excellent understanding of lending policies and procedures.

Requirements

• Regularly required to stand, use hands, reach with hands and arms, and talk or hear.
• Frequently required to walk and stand.
• Occasionally required to stoop, kneel, crouch, or crawl.
• Must occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Noise level in work environment is usually moderate.
• Occasionally works near moving mechanical parts and is occasionally exposed to risk of electrical shock.

Company Description