The Direct Loan Processor (“DLP”) is accountable for closing approved consumer loan applications. The DLP is responsible for contacting members primarily through the telephone, obtaining information, preparing loan documents and cross-selling products and services based upon identified member financial needs. The DLP creates a memorable member experience through their professional interactions, living the service promises and complying with the credit union’s policies and procedures.

Required Skills

• Demonstrated ability to actively listen, elicit and comprehend member’s needs; • Effective communication skills, both oral and written; • Self-motivated and results oriented; • Problem solver; • Well-mannered and courteous; • Well organized and attentive to detail; • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment; • Ability to work a flexible schedule including Monday through Friday, Saturdays, evenings, and holidays

Required Experience

High School Diploma or equivalent 

PLUS

Proven history of meeting or exceeding sales goals; One (1) to three (3) years’ experience selling consumer or mortgage loans.

• Demonstrated ability to actively listen, elicit and comprehend member’s needs; • Effective communication skills, both oral and written; • Self-motivated and results oriented; • Problem solver; • Well-mannered and courteous; • Well organized and attentive to detail; • Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment; • Ability to work a flexible schedule including Monday through Friday, Saturdays, evenings, and holidays