- Takes members loan applications via phone or email and prepares them for review by an Underwriter. Follows up with the Underwriter to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Answer member lending questions and provide current loan rates and NADA used car quotes to members, as well as any other information requested on credit union products and services.
- Communicate with members by phone, email, or fax to complete their request.
- Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
- Maintain usage proficiency on all member-related third party systems and software including the maintenance of member records. These systems include but are not limited to member check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.
-
Loan Advisor
3 weeks ago
L.K. Jordan & Associates Houston, United StatesTypical duties and responsibilities: Educates members on all credit union products and services. Generate loan applications and ensure regulatory compliance is always adhered to. Uses phone and email to communicate with members and associates through Loan Advisor, Advisor, Bankin ...
-
Loan Advisor
3 weeks ago
FiStaff Houston, United States Direct Hire· Join Our Team Loan Advisor Needed · Are you ready to guide our members towards financial success? We are seeking a passionate and detail-oriented individual to join our dynamic team as a Loan Advisor. In this pivotal role, you'll be at the forefront of our eBranch operations, ...
-
Loan Advisor
3 weeks ago
First Service Credit Union Houston, United StatesAddress: 16430 Park Ten Place, Houston, Texas 77084 · ** · Role: ** · Works with all aspects of eBranch and daily operations to ensure superior service is provided to all internal and external members. Accommodate member needs via telephone, fax, email requests including loan ...
-
Financial Analyst
2 weeks ago
HighTower Advisors Houston, United StatesOur Story · Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital s ...
-
Postsecondary Persistence Advisor
1 week ago
KIPP Foundation Houston, United StatesFull-time · - Start Date: Immediate opening · - Department: College & Career Counseling · **Company Description**: · KIPP Texas Public Schools is a network of 59 public charter, open-enrollment, pre-k-12 schools educating nearly 34,000 students across Austin, Dallas-Ft. Worth, Ho ...
-
Postsecondary Persistence Advisor
1 week ago
KIPP Texas Public Schools Houston, United States**Company Description** · KIPP Texas Public Schools is a network of 59 public charter, open-enrollment, pre-k-12 schools educating nearly 34,000 students across Austin, Dallas-Ft. Worth, Houston, and San Antonio. Together with families and communities, our mission is to create jo ...
-
Team Leader, Corporate Private Placements
2 weeks ago
Corebridge Financial Houston, United StatesPosition Summary - Team Leader, Corporate Private Placements · Corebridge Investments' Private Credit Group ("PCG") invests on behalf of Corebridge's Life & Retirement companies and an external client. PCG manages a portfolio total $27 billion across several classes, including Co ...
-
Regional Advisor Ii
2 weeks ago
Texas A&M University Houston, United States**Job Title** · Regional Advisor II (Houston, Tx) · **Agency** · Texas A&M University · **Department** · Undergraduate Recruitment · **Proposed Minimum Salary** · Commensurate · **Job Location** · Houston, Texas · **Job Type** · Staff · Our Commitment · **Texas A&M University **i ...
-
Relationship Banker
3 weeks ago
Wells Fargo Houston, United StatesUpon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. · The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and ...
-
Banking Specialist Iv
3 weeks ago
Amerantbank Houston, United StatesAs a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers' hands. You understand that Amerant Bank is dedicated to delivering a customer experience that's unlike any other. It ...
-
Private Client Advisor
6 days ago
Bank of America Houston, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Houston Associate Credit Analyst
1 week ago
Amegy Bank Houston, United StatesAmegy is a leading Texas bank with over $13 billion in assets, 1,600 employees, and more than 75 locations in the greater Houston, Dallas / Fort Worth and Central Texas metropolitan areas. · At Amegy Bank, people and culture are at the heart of everything we do. We live by the mo ...
-
Credit Solutions Advisor
4 days ago
Credit Human Houston, United StatesWe are seeking a Credit Solutions Advisor - Auto Collections for the Auto Credit Solutions Department. The purpose of the Credit Solution Advisor/ Collector position is to resolve delinquency on auto loans. The role requires daily phone calls, proces Solutions Advisor, Collection ...
-
Senior Business Banking Relationship Manager
3 weeks ago
First Horizon Bank Houston, United StatesLocation: On site, Houston, TX · Summary · The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking servic ...
-
Credit Solutions Advisor
2 weeks ago
Credit Human Houston, United StatesWe are seeking a Credit Solutions Advisor - Auto Collections for the Auto Credit Solutions Department. · The purpose of the Credit Solution Advisor/Collector position is to resolve delinquency on auto loans. The role requires daily phone calls, processing payments, and collecti ...
-
Senior Loan Officer
3 weeks ago
Matador Realty Group Houston, United States· Matador Realty Group in Houston, TX is on the lookout for a skilled Senior Loan Officer individual to enhance our team's development and accomplishments. - Our expertise lies in a wide range of loan offerings and financial solutions. - If you are a highly proficient expert eag ...
-
Senior Loan Officer
2 weeks ago
Matador Realty Group Houston, United States· Seeking a talented Senior Loan Officer in Houston, TX to join Matador Realty Group. - Our team specializes in various loan products and financial services. - If you are a skilled professional looking to contribute to our dynamic team, this is the place for you. - Don't miss th ...
-
Senior Loan Officer
1 week ago
Matador Realty Group Houston, United StatesSeeking a talented Senior Loan Officer in Houston, TX to join Matador Realty Group. - Our team specializes in various loan products and financial services. - If you are a skilled professional looking to contribute to our dynamic team, this is the place for you. - Don't miss the c ...
-
Financial Aid Advisor
3 weeks ago
Education Affiliates Houston, United StatesJob Description · POSITION OBJECTIVE:The Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must also accurately maintain paper files and com ...
-
Branch Manager
3 weeks ago
Forte Bank West Bend, United States**_We Exceed Expectations, Every Customer, Every Time_**. We treat our customers like friends and family. Community Service is our Forte · We currently have an opening for a **Full-time Branch Manager** to join our team in our West Bend, WI location opening November 2024. We are ...
Loan Advisor - Houston, United States - First Service Credit Union
Description
Address: 16430 Park Ten Place, Houston, Texas 77084Role:
Works with all aspects of eBranch and daily operations to ensure superior service is provided to all internal and external members. Accommodate member needs via telephone, fax, email requests including loan and account services. Present a positive, efficient and professional environment with all member contact. Primary contact for Loan by Phone.
Essential Functions & Responsibilities:
1. Is knowledgeable on the features and benefits of all Credit Union products and services; determines member needs and recommends products and services based on those needs
2. Listens and engages the members financial needs, identifies opportunities for consultative selling and actively sells products and services to the members.
3. Refer and cross-sell credit union products and services in order to meet member needs and individual goals.
4. Knowledgeable and proficient in the account opening process for all deposit accounts including but not limited to savings, checking, money market, and club accounts; Also, have proficiency in identification and new account screening methods and be able to fully explain regulatory requirements on all accounts and services.
5. Knowledgeable and proficient in Certificate of Deposit and Individual Retirement Accounts (IRAs) including opening, renewing and closing, and accurately calculating withdrawal penalties and dividend payments as appropriate
6. Accurately and efficiently complete all member or account related forms and forward to appropriate department for action and/or filing.
7. Possess complete and accurate knowledge of all credit union products, services, policies and procedures.
8. Must be available to assist the Call Center or eServices for back-up as requested by management, as well as work on Saturdays when needed.
9. Respond to all correspondence within one day
Knowledge and Skills:
Experience - A minimum of one to two years new accounts or loan processing experience at a credit union or other financial institution.
Education - A high school education or GED. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Physical Requirements - While performing the duties of the job, the employee iss regularly required to:
position self to move about the work area, reach, grab, sort,
communicate in person and via telephone with others, identify and
recognize small font communication, ability to transport a minimum of 10
pounds