Melbourne - Loan Officer
Job in
Melbourne, Brevard County, Florida, 32901, USA
Listed on 2026-07-10
Listing for:
ELGA Credit Union
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Loan Officer / Lending, Financial Sales, Bank Customer Service, Banking Operations
Job Description & How to Apply Below
Loan Officer
To assist members with their consumer lending needs and analyze loan requests. To assist new/potential members with credit union needs; explains services, sets up new accounts, cross-sells credit union products and services. Calls members for potential loans, savings, and services.
Essential Functions & Responsibilities:
- Interviews member loan applicants to develop information concerning their loan needs, earnings, and financial condition.
- Establishes the terms and conditions of the loan, once approved.
- Identifies cross sell opportunities and cross-sells products and services to members.
- Assisting members with loan inquires or issues with existing loans.
- Serves as a back-up to MSRs to assist new members opening new accounts, answers questions about products and services, and cross-sells credit union products and services.
Performance Measurements:
- To meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
- To provide informed, professional, friendly service to all members and associates.
- To process all transactions, new accounts, loans and maintain all records with complete accuracy 100% of the time.
- To do a complete in-depth interview with each member to fully understand their situation and request.
- To achieve 100% of all sales goals as you have set, including covering at least 80% of all closed loans with payment protection.
- To produce assigned loan volume according to the goals of the branch by responding timely to loan requests, responding to voicemails, looking for opportunities beyond the requested loan transaction, following up on referrals and pro-actively calling members.
Knowledge and
Skills:
- One year to three years of similar or related experience.
- A high school education or GED.
- Interpersonal skills involving contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion.
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