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Loan Advisor I

Veridian Credit Union
United States, Iowa, Council Bluffs
2040 West Broadway (Show on map)
Mar 07, 2025

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.

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