Job Description

Outbound Loan Consultant

Candidates for this position will be requiredto sign an authorization for OneAZ to conduct a credit and criminal backgroundcheck, pursuant to procedures in the Fair Credit Reporting Act and any otherapplicable laws.
All candidates will be considered for thisposition on an individualized basis, in compliance with all applicable equalemployment opportunity laws.
Summary: This position will have the opportunity to build meaningful relationships with both current members and prospective members through outbound communications. In this role, the Outbound Loan Consultant will take initiative to develop and secure new lending opportunities. This is a full-service sales position, so follow-up, service and reporting will be key to success.

Essential Duties and Responsibilities include the following. Other duties may be assigned.
  • Initiate and maintain contact with members and prospective members through a variety of channels (phone, email, live chat, etc.)
  • Identify, educate and guide members and prospective members on OneAZ products and services that may benefit them
  • Thorough understanding of OneAZ loan products offered through the credit union - auto, home equity, credit card, personal loans and deposit products
  • Motivation and ambition to convert on prospects with the ability to cross sell
  • Increase the pool of qualified leads by overseeing the lead management process and reporting on results
  • Support the Digital Direct team in reaching monthly loan production goals
  • Gather, input and update member / prospective member data within the CRM system
  • Handle call overflow
  • Provide support to other areas of the Digital Direct team, as needed
  • Communicates to associates on the delivery of meeting the expectation of our members by responding to them in a timely, efficient and knowledgeable manner.

Education and/or Experience
4+ years of sales lending experience, Associates Degree (A.A.)

2355 W. Pinnacle Peak Rd., Phoenix, AZ 85027 USA

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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