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FivePoint Credit Uniontoday

Full-time e-Services Loan Sales Consultant

On-site · Port Arthur, Texas, United States

Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Unknown

Job Summary

Consult with and inform members or prospective members about loan and credit options; review financial information and assemble/evaluate loan applications; explain credit policies; make outbound sales calls from leads; meet production and service goals; cross-sell credit union products and services; maintain professional relationships and provide excellent member service.

Required Qualifications

  • Equivalent to a two-year business-related college degree or completion of a specialized course of study at a business or trade school or equivalent experience
  • One to two years of varied office experience preferred
  • Minimum one year experience in loan consulting or sales
  • Excellent interviewing, communication, and public relations skills
  • Proficient in sales tools and interviewing techniques
  • Strong analytical skills and ability to handle multiple tasks
  • Good typing skills
  • Good organizational and problem-solving abilities
  • Two to five years of experience in loan consulting or sales (preferred)
  • Financial institution experience preferred
  • Call center experience preferred
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FivePoint Credit Union

Full-time e-Services Loan Sales Consultant

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