Msc Lending Advisor Ii
CurrentOriginating an average of $792,000 in loans a month with some months of over a Million dollars in loans.Establishes and develops member relationships through Inbound and outbound communications and maintaines the members' best interests. Qualifies member for appropriate products and services. Processes member loans by phone: Interviews and qualifies loan applicants, reviews credit Bureau reports, prepares all loan documentation, and inputs information into the computer. Explains all… Show more Originating an average of $792,000 in loans a month with some months of over a Million dollars in loans.Establishes and develops member relationships through Inbound and outbound communications and maintaines the members' best interests. Qualifies member for appropriate products and services. Processes member loans by phone: Interviews and qualifies loan applicants, reviews credit Bureau reports, prepares all loan documentation, and inputs information into the computer. Explains all documentation and procedures accurately to our members. Follows-up with members as appropriate. Assist ls members with opening accounts, as well as notifying members of denied requests. Tracks all Inbound call prospects in CRM to identify leads, patterns and sale cycles, consumer behavior, and sales generated and closed.Prepares analytical reports in MS Excel for management summarizing leads, applications, and closing ratios generated through the call activities. Effectively communicates results and ideas for enhancing the member experience throughout the loan process.Meets sales, member service, and productivity targets by effectively assessing member needs, offering first call resolution of issues overcoming objections, and actively promoting and selling products to targeted members. Show less