Consumer Loan Specialist
CurrentAs a Consumer Loan Specialist I was to take online and over the phone loan applications from members. I was to then review and contact the member after receiving the loan decision. Upon approval, I processed the loan application and gathered all necessary documentation to complete the loan. This role also included the analyzation of credit reports seeking cross-sell/upsell opportunities. Assisting members in strengthening and reviewing possible ways to build their credit was a key factor in this position. I temporarily specialized and partnered in a program called MI Saves providing the financing for energy efficient home upgrades. I explained the importance of and sold extra protection products and services offered by the credit union as well as promoted the products and services within.