Lending Sales Representative

Lending Sales Representative Heartland Credit Union - 3.2 Madison, WI Job Details Full-time From $18 an hour 7 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance Professional development assistance Opportunities for advancement Flexible schedule Life insurance Referral program Qualifications Financial sales Teamwork Confidential information handling Phone communication Identifying new business opportunities Cross-selling Video conferencing software Attention to detail Organizational skills Meeting or exceeding sales goals Quality data entry Video conferencing systems operation Full Job Description "Choose a job you love, and you will never have to work a day in your life" - Confucius Employment with Heartland is unique and rewarding. Working here, you have the opportunity to collaborate with a diverse and inclusive team of caring, passionate, and fun-loving coworkers while changing our members lives through helping them make healthier financial decisions. We are seeking a Loan Sales Representative. The Loan Sales Representative is responsible for delivering exceptional member service while originating and supporting consumer loan products. This role focuses on building relationships with members through outbound and inbound communication channels, identifying lending opportunities, and ensuring accurate loan application processing. The ideal candidate thrives in a fast-paced sales environment, works well under pressure, and is committed to helping members achieve their financial goals. What you'll be doing: Handle outbound and inbound calls related to member lending needs and loan opportunities. Respond promptly to member loan requests received through phone, email, and other communication channels. Conduct video meetings with members to discuss loan products, application requirements, and lending solutions. Accurately complete and submit loan applications for processing and underwriting. Work closely with loan processing and underwriting teams to ensure timely and accurate loan decisions. Identify and discuss additional lending and financial service opportunities with members. Cross-sell ancillary protection products including GAP, Mechanical Breakdown Protection (MBP), and Debt Protection products. Maintain strong product knowledge and sales techniques through ongoing coaching, training, and collaboration with sales and business development teams. Provide professional, courteous, and efficient service while maintaining compliance with credit union policies and regulations. Manage multiple priorities and perform effectively in stressful or high-volume situations. Build long-term member relationships by identifying financial needs and recommending appropriate solutions. What you'll need: Previous sales, lending, banking, or customer service experience preferred. Strong communication and interpersonal skills. Ability to work in a fast-paced, goal-oriented environment. Detail-oriented with strong data entry and organizational skills. Ability to handle confidential member information professionally and accurately. Experience with consumer lending products and loan documentation is preferred. Comfortable using phone systems, email platforms, and virtual meeting technology. Ability to identify cross-sale opportunities and meet performance goals. Why Heartland? Following the credit union principle of people helping people, we invest in our employees and enrich their lives through benefits, including but not limited to: Comprehensive medical, dental, and vision plans Access to multiple online, learning platforms Job progression and enrichment 40 hour work week (for full-time) Paid time off Paid holidays Employee recognition program And more! Being a Heartland employee means contributing to a successful and growing team while helping members reach their financial dreams. Working here you can expect a unique and positive culture, opportunities for career advancement, a dynamic and collaborative work environment, and the ability to change our members lives. All applicants should apply through our website: https://www.heartlandcu.org/tools/joinourteam/ Do you want to take control of your future career? All applicants are welcome to schedule a guaranteed prescreen with our HR team here: https://heartlandcu.coconutcalendar.com/s/NYPQWZDZ Please note, you must submit your application prior to setting up the prescreen. Prescreens do not guarantee employment.

Job Type:

Full-time Pay:

From $18.00 per hour

Benefits:

401(k) Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Referral program Tuition reimbursement Vision insurance

Work Location:

In person