Consumer Relationship Officer

The Consumer Relationship Officer (CRO) works directly with existing members to educate them on Northwest Federal Credit Union products and services. By way of outbound phone calls, the CRO fosters a relationship with members and follows up as needed to ensure their Credit Union related needs are satisfied and to cross-offer them products and services they may benefit from. The CRO will complete loan applications and collect applicable documentation as needed for review and decisioning by the Consumer Lending Underwriting team.

They will communicate the loan decisions and coordinate the delivery of the loan closing documents and subsequent loan disbursement with the Consumer Lending Processing team. This sales role includes a base salary plus monthly incentive plan tied to new loan production goals, ancillary sales and closed referrals on other credit union products and services. Incentive is paid monthly and is in lieu of an annual corporate bonus payout.

• Outbound calling to 350+ members each month to educate on available Credit Union products and services
• Recognizes and pursues cross selling opportunities on Credit Union products and services
• Create future touch points and complete timely follow up as needed for all leads
• Complete loan applications and submit to the Consumer Lending Underwriting Team for loan decisions
• Coordinate loan disbursement with the Consumer Lending Processing Team
• Meet monthly loan production targets and closed referral goals as directed by management
• Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)

• High school diploma or equivalent
• Minimum 2 years of experience as a consumer loan officer, consumer loan processor, or equivalent experience processing consumer loans in a branch setting
• Must have experience reading and deciphering Equifax credit reporting
• Ability to work Mon-Fri 8:30AM - 5:30PM
• Ability to work onsite and equally effectively remotely
• Ability to adhere to Consumer Lending regulations, policies and procedures along with Credit Union BSA and other compliance related requirements
• Prior experience working in a high paced detailed oriented role with a record of meeting sales goals
• Ability to use standard office equipment and systems
• Ability to review and analyze or interpret data and documentation
• Effective oral and written communication skills
• Must be self-driven with the ability to work independently to achieve sales goals
• Ability to collaborate and be an effective member of a team
• Ability to maintain confidentiality
• Accuracy and detail-orientation
• Quality-focused

• Experience with Meridian Link, Sales Force, MS Word, MS Excel, Fiserv's DNA & Docusign
• Experience selling Allied and Route 66 ancillary products