LENDING CENTER CONSULTANT SUPERVISOR bei SANDIA AREA FEDERAL CREDIT UNION

Description

LOCATION: Operations Center

WORKING HOURS: 

- Monday through Friday 8:30 AM to 5:30 PM

- Rotating Saturday 8:30 Am to 1:30 PM

BENEFITS:

• Medical, Dental & Vision Insurance

• Paid Short-Term Disability, Life Insurance and AD&D

• Paid Federally Recognized Holidays

• Vacation, Birthday, Floating Holiday & Sick Leave

• Tuition Reimbursement

• 401(k) with Employer Match

• Pension Plan

• Opportunities for advancement

OVERALL JOB PURPOSE

The Lending Center Consultant Supervisor plays a pivotal role in leading and overseeing a team of Lending Center Consultants to deliver exceptional and efficient customer service to our members.  This role is responsible for guiding, mentoring and evaluating the performance of Lending Center Consultants while ensuring compliance with lending regulations, internal policies, achieving business targets and maintaining high levels of client satisfaction.

DUTIES AND RESPONSIBILITIES

• Supervises and provides leadership to a team of Lending Center Consultants including interviewing, coaching and performance management.

• Fosters the Lending Center Consultant’s professional growth and development.

• Ensures performance goals and targets for the department are achieved.

• Conducts regular team meetings, communicates organizational updates and creates a positive and motivated work environment.

• Reviews loan applications and conducts member interviews ensuring all necessary documentation is obtained and accurate.  Collects any missing or relevant information that may assist the Underwriter in making the loan decision.

• Analyzes credit reports to effectively cross-sell additional loan products and other Credit Union services based on the individual member needs.

• Meets established goals for the sale of debt protection products as well as GAP and MRC.

• Ensures all loan information and documentation is uploaded to the Loan Origination Software. 

• Provides additional information regarding the loan to the Underwriter by utilizing the Comment section in the Loan Origination System.

• Complies with all lending policies and federal regulations throughout the loan origination process.

• Assists the member and the Digital Services Department in establishing memberships for new applicants.

• Delivers exceptional customer service throughout the loan application process by addressing the member’s questions and concerns. 

• Collects appropriate documentation from the members to ensure the Credit Union’s lien can be perfected. When necessary, follows up with members or other institutions to collect appropriate documentation or titles.

• Works with Member Records to determine the appropriate titling fees that need to be collected when necessary.

• Completes special projects or periodic tasks for the Loan Servicing Manager as required.

Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES

• Possess in-depth knowledge of consumer loan products, lending policies, debt protection products and other relevant details in order to determine the most suitable loan options.

• Requires excellent interpersonal communication skills.

• Excellent verbal and written communication skills.

• Ability to prioritize and meet deadlines.

• High level of organizational skills

• General knowledge of credit union lending is desirable.

• Must be able to lift up to 10 lbs.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or GED required.

• Two year Business or related degree preferred or two to four years credit union experience with progressive responsibilities in new account and/or loan operations.

• Basic proficiency in Microsoft applications including Word, Excel and Outlook.

• General knowledge of credit union operations may be desirable.

*** Please submit an employment application to www.sandia.org/careers ***

Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.

Sandia Area Federal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.