Job Details

ID #51301168
Estado Colorado
Ciudad Highlandsranch
Full-time
Salario USD TBD TBD
Fuente Robert Half
Showed 2024-03-21
Fecha 2024-03-22
Fecha tope 2024-05-21
Categoría Etcétera
Crear un currículum vítae
Aplica ya

Financial Advocate

Colorado, Highlandsranch 00000 Highlandsranch USA
Aplica ya

Description Robert Half is currently working with a client looking for a Loan Administrator. The Loan Administrator will act as a liaison between a potential borrower and lender. As the Loan Administrator you will help identify loan opportunities that the borrower qualifies for from the lender. This is the Loan Administrator position for you if you are a detail oriented and a customer focused professional!Ideal candidates will have:-Loan understanding or knowledge -High Customer and Member Support-Be able to recommend and upsell appropriate products and services to clientsN 35% Build Membership Relationship Listen actively to members, ask questions, and provide expert guidance to open the right products for their needs Serve as expert for the member on deposit and consumer loan products Drive the products (or account) per member score higher through an educational approach Be “one point of contact” for members with questions or specific credit union needs Outbound contacts to opportunities for new deposits or loans Meets service level expectations Protects member information, following all applicable policies, procedures, rules, and regulations, and ensures the safety and soundness within role.N 35% Assist members with any consumer loans and home equity loans from application to funding Knowledge of consumer lending products, including secured (auto) products Analyze applicant’s financial status to find the best solutions. Ability to calculate debt to income, loan to value, and potential loan payments. Understanding of credit union ancillary loan products and sells the protection products; protecting our members and loans. Aims for high efficiency, understanding required documentation and meeting service level expectations Develop skills to support the mortgage loan specialist in home equity loansN 15% Ensure member experience by creating one-point-of-contact Does not pass off members to other departments but handles issues for them as quickly as possible internally, giving members one point of contact Ensures member experience by communicating consistently and as frequently as appropriate Acts as members’ advocate in any transaction, new product, or service Works with excellence with internal levels of service and cooperation to meet member needsN 10% Onboarding new members Works with systems and other departments to ensure all new members have appropriate products and services Reports any system malfunctions that are impeding member engagement to managementN 5% Other duties as assigned.Requirements - AA or BS/BA in Accounting, finance, or economics

Must have experience with MS Excel and Word

Ability to prioritize tasks, work on multiple projects simultaneously, and a detail oriented mindset

Knowledge of required financial data for loan processing and decision making

Ability to communicate verbally and in writing effectively throughout all levels of the company

This position needs to be filled immediately! If your skill set matches the requirements, contact us today!. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

Aplica ya Suscribir Reportar trabajo