Loan Agent Position Available In Montgomery, Tennessee

If you are interested in this position, you must apply on the Fortera website.

Apply at:

https://www.forteracu.com/careers.

Loan AgentFull TimeAdmin Support WorkerClarksville, TN, USRequisition ID:

1032Hybrid Local Remote to Clarksville, TN.

• Position Purpose
• Thisposition requires someone who can expertly multi-task in a fast-paced environment.

The Loan Agent position is a combination of service, sales, and effective communication through our online, phone and email channels. Loan Agents are responsible for being a member advocate and providing superior service to members and potential members of Fortera Credit Union with a commitment to simplifying the loan process in a fast-paced high-volume call center.

• Essential Functions and Basic Duties
• Provides courteous, professional, accurate, and personal service and acts as a member advocate regardless of the outcome or decision of the loan application
• Completes the loan application process that includes but is not limited to the following: thorough and accurate applications; providing a comprehensive picture of members credit history; delivering loan approvals, denials, and counter-offer decisions; offering additional loan cross-sell opportunities; completing various loan packets for funding; and closing loans as needed
• Consistently meets or exceeds monthly sales and production goals
• Proactively promotes and sells ancillary credit union products and services to members and potential members
• Actively engages in follow-up contact through remote channels that include hone, email and chat with members to build and maintain strong relationships
• Responds to all member requests in a timely and professional manner
• Maintains current knowledge of all loan products including loan rules and requirements. Follows all standard operation procedures (SOPs) and state and federal regulations as applicable
• Makes sound decisions in ambiguous situations while minimizing the credit unions exposure to unnecessary risk
• Communicates and coordinates effectively to create unity with other departments to enhance member experiences in regard to the loan process
• Makes outbound calls to members and potential members using call lists based on marketing promotions
• Inform members of loan application status based on information from the Loan Manager system
• Prepares documents required to successfully process loan applications and book all consumer loan types
• Adheres to assigned work schedule and break periods. Regular attendance and punctuality are required
• Attends and participates in all meetings, trainings and committees as required
• Participates in community and civic events to promote awareness of the Credit Union in the community
• Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include Bank Secrecy Act compliance
• Conveys a positive image and ensures that the Credit Unions professional reputation is maintained both internally and externally
• Ensures that work area and assigned equipment are clean, secure, and well-maintained
• Performs other duties as assigned by management. Performance Measurements
• Loan functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures
• Good business relations exist with members. Members’ problems or questions are courteously and promptly resolved
• Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Service Representatives and staff as needed. Supervisors are appropriately informed of area activities
• Assigned deadlines are met. Required reports and records are accurate, complete, and timely
• The Credit Union’s professional reputation is maintained and conveyed
• Sales and Service Standards are met
• Forteras core values are satisfactorily demonstrated.

• Special Note:

  Fortera Federal Credit Union is an Equal Opportunity/Affirmat

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