Loan Representative

🔥 3 hours ago

🥔 Idaho, Oregon, +1 more states – Remote

🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $21 - $25 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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OCCU | Oregon Community Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1956

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

OCCU | Oregon Community Credit Union is a member-focused financial institution that offers a wide range of banking services, including personal and business banking, loans, investments, and wealth management. With a commitment to community engagement and member education, OCCU provides tools for financial planning, retirement, and insurance services. They strive to provide competitive rates on checking and savings accounts, loans, and credit cards, making banking accessible and beneficial for their members.

📋 Description

• Serve as a trusted advisor to members seeking lending, membership, and deposit solutions • Process and fund consumer loans, open deposit accounts, and perform account maintenance • Review applications, conduct credit investigations, prepare loan documentation, and communicate loan decisions • Develop member relationships through inbound and outbound communications • Identify cross-sell opportunities and recommend products and services that meet member needs • Utilize technology and remote delivery systems to efficiently serve members and complete transactions • Meet established performance goals, service levels, and quality expectations

🎯 Requirements

• Minimum two years of consumer lending, loan processing, banking, credit union, or related financial services experience • Strong consumer lending knowledge and ability to explain financial products and services • Excellent member service, sales, and relationship-building skills • Ability to build trust and effectively uncover member needs through consultative conversations • Strong attention to detail, organization, and ability to manage multiple priorities • Comfort working in a high-volume call center environment with both inbound and outbound communications • Strong technical aptitude and ability to quickly learn lending systems and remote delivery tools • Ability to work successfully from a dedicated home office with reliable high-speed internet and minimal distractions • Credit union or banking experience preferred • Experience processing consumer loans from application through funding preferred • Experience reviewing credit reports and loan documentation preferred • Proven success meeting sales, service, and production goals preferred • Experience with Docusign and electronic loan processing systems preferred • Experience working in a lending call center or remote lending environment preferred • High school diploma, GED, or equivalent required • Equivalent combinations of education and experience will be considered

🏖️ Benefits

• Low-cost medical, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off • 13 paid holidays • Tuition reimbursement for eligible education and training • Company-paid long-term disability • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities