Account Manager

Are you seeking a new career challenge in a dynamic, challenging work environment with opportunity for personal & professional development? Do you have experience working with the public in a face-to-face environment?
Are you a sales-minded individual that thrives in a goal-oriented environment? Do you want to join a company that rewards employee performance with potential career advancement? If yes, we may have what you are looking for!

As a Consumer Loan Officer, your role is to educate and assist our members with their financial & lending needs. You will provide information on credit union products and services to members according to all credit union policies and procedures and Federal and State rules and regulations. You are required to prepare, analyze, process, and document all required forms/documentation for consumer loan products as well as impact local decisions to approve or deny loan applications. Your specific duties and responsibilities include:

Interview consumer loan applicants and provide information on consumer loan products that best meet the member¿s needs. Request and review all required information and documentation to secure a loan.
Assist member in completing loan applications over the phone and/or electronically, obtain/evaluate credit reports.
Make outbound calls to members and the public to solicit loan applications.
Determine collateral needs and payment plans for members applying for routine loans.
Notify applicant of loan decision. Correspond with members, applicants, and creditors to resolve questions regarding application information.
Recommend and outline terms of loan. Inform & educate prospective borrowers of loan commitments.
Manage delinquent account files for the credit union and assist members with payment arrangements on loans.

Success in a financial environment requires strong interpersonal skills & relationship building combined with determination and rock solid confidence. Previous customer service or face to face sales experience is preferred. We are seeking candidates that are motivated to succeed in a competitive work environment that rewards performance.

Click apply now or call 920.921.4600.

Qualified candidates should have experience working in a process-oriented environment where attention to detail and multi-tasking is necessary. Bachelors degree in Business, Finance, Marketing or related field is preferred

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