Loan Consultant
at Energy Capital Credit Union
Katy, TX 77449, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 10 Nov, 2024 | USD 21 Hourly | 11 Aug, 2024 | N/A | Ged,Excel,Service Standards,Outlook | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
The primary role of this position is to assist members with loan application requests. To accomplish this role must interview loan applicants and build rapport, recommend appropriate loans and loan protection products, and general guidance to ensure high levels of member satisfaction. Provides clerical and administrative support needed to process and close member loan requests. This role is responsible for maintaining compliance with all required regulations and policies, including, but not limited to, Bank Secrecy Act (BSA) and Office of Foreign
Assets Control (OFAC) policies, procedures, and regulations.
Essential Functions & Responsibilities:
- Submits loan applications and prepares them for review by a Loan Underwriter. Follows-up with member to discuss loan decision.
- Processes approved loans, including mortgages and home equity loans, coordinates loan closing either in-person or online and disburses the loan.
- Cross-sells additional loan products and loan protection products.
- Reviews and utilizes indirect reports to identify additional loan product and loan protection cross-sell opportunities.
- Performs other duties as assigned.
Desired candidate will
- have a high school diploma or GED
- have a satisfactory credit history
- have basic knowledge of Word, Excel and Outlook
- provide prompt, accurate, courteous, friendly, timely and professional service to all members and ECCU employees.
- maintain a professional appearance, demeanor, and work environment
- maintain a dependable record of attendance and timeliness
- Maintain compliance/alignment with company culture, internal and external service standards.
How To Apply:
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Responsibilities:
- Submits loan applications and prepares them for review by a Loan Underwriter. Follows-up with member to discuss loan decision.
- Processes approved loans, including mortgages and home equity loans, coordinates loan closing either in-person or online and disburses the loan.
- Cross-sells additional loan products and loan protection products.
- Reviews and utilizes indirect reports to identify additional loan product and loan protection cross-sell opportunities.
- Performs other duties as assigned
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Banking / Insurance
Finance
Graduate
Proficient
1
Katy, TX 77449, USA