Loan Officer at Advia Credit Union in Riverwoods, IL

Summary: Advia Credit Union is a fast-growing institution serving nearly 200,000 members with over $3 billion in assets. The Loan Officer will proactively identify financial solutions for members, providing outstanding service and cross-selling Credit Union products and services. Responsibilities: - Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads - Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration - Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending - Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being - Perform new account functions, explain various account and ownership options, and obtain the required information and documentation - Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process - Ensure that the Credit Union’s quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends Required Qualifications: - Proficiency testing is required, with a specific need for Spanish language proficiency - Interview existing and potential members in person and by phone and explains specific services, products, and policies - Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards - Counsel members regarding money management and financial matters - Including communicating loan denials, explaining decisions, and providing direction for future consideration - Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending - Build and maintain a book of business to help improve present, past, and future member relationships - Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being - Perform new account functions, explain various account and ownership options, and obtain the required information and documentation - Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process - Ensure that the Credit Union's quality and professional reputation is projected and maintained - Stays informed regarding policy and procedure updates as well as local and national banking and lending trends Preferred Qualifications: - Experience working in an environment with individual and team goals preferred - Strong interpersonal skills. Courtesy and tact are essential elements of the job Required Skills: Loan Counseling, Home Equity Line of Credit (HELOC) Lending, Business Lending, Customer Relationship Management (CRM), Financial Needs Assessment, Cross-selling Financial Products, New Account Processing, Electronic Services Enrollment, Courtesy Benefits: Medical, dental, and vision insurance to keep you and your family healthy., 401(k) with company match, life insurance, and disability coverage., Generous paid time off (PTO), paid holidays, and paid parental leave., Learning and development programs, plus tuition reimbursement to support your career journey., Free Telemedicine, Employee Assistance Program (EAP), Wellness initiatives, Paid Community Action Volunteer Hours, Parental Leave and Tuition Reimbursement are available after one year of service., Advia offers a bilingual premium for this role., Loan Officers enjoy the ability to earn more than your base pay through our weekly incentive program., Affordable medical/dental/vision insurance, 401k match, Generous PTO, Paid holidays, Every Sunday off