Loan Advisor I

The primary focus of the Loan Advisor I is to build and deepen relationships of our members through loan and new membership interactions. The position is responsible for gathering all information pertinent to granting a loan application and advise the appropriate products and services to benefit and protect the member's financial future.

• Actively cross-sell credit union services by providing information to current, new and potential member.
• Create excellent service experiences that promote the Veridian brand.
• Interview members, in person, by phone, and video applying for a loan. Assist member in selecting the appropriate loan type.
• Complete loan application, updating member records and preparing new records as required.
• Conduct outbound calls to proactively partner with members.
• Provide debt counseling to members.
• Assist members over the phone.
• Build new member relationships while offering products and services tailored to the members current and future financial needs.
• Consistently achieves the established sales targets of Veridian product and services such as ancillary products, loan growth, referrals, outbound initiatives, and new memberships.
• Understand and be familiar with all branch operations and loan regulations and guidelines.
• Ability to perform all retail, operations, and procedural responsibilities of Teller Service Representatives and Member Service Representatives.
• Support Member Contact Center to enhance our member experience as needed.