Commercial Loan Consultant
Edmond, Oklahoma, United States of America
Full Time
6 days ago
$50,000 - $78,940 USD
Key skills
Business IntelligenceCommunicationSales
About this role
At TFCU, we welcome people of all backgrounds. We know that embracing a diverse team makes us a stronger and better organization. Here you can expect a professional workplace where all employees have the opportunity to feel seen, respected, valued and heard.
Tinker Federal Credit Union’s Business Services department has an immediate opening for a Commercial Loan Consultant! This is an exciting opportunity to join the largest and best credit union in Oklahoma! We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU!
As a Commercial Loan Consultant, you will be responsible for the following:
• Assisting members or potential members via various means in obtaining the best solutions for their commercial lending needs.
• Serving as the initial means of member and potential member contact within commercial lending.
• Aiding with the business strategies that foster membership growth, new business partners and commercial market penetration.
• Following all regulatory and policy compliance requirements regarding the Bank Secrecy Act (BSA), the Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies.
• Utilizing technical expertise to enable the successful utilization of TFCU’s digital products and services.
• Applying business intelligence data to identify and engage one-on-one with members to educate, direct, and influence past or prospective financial service decisions regarding TFCU products and services.
• Seeking out new business opportunities and follow-up calls to working smaller Business Services Loans up to $50,000.
• Performing associated administrative duties within the vast commercial lending service scope.
• Producing qualified loans to increase portfolios, providing disclosures what are required by law, while aggressively promoting all other offerings of TFCU.
Salary Range:
This is an exempt position. The salary range is $63,151.74 - $78,939.68; however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.
Education/Experience:
An associate degree directly related to the position or job-related and three years’ experience related to lending is required. Experience in commercial lending is preferred. Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education. Applicable additional education levels may be eligible to satisfy experience requirements.
Keys to success:
In order to be successful as a Commercial Loan Consultant, you must possess these qualifications:
• Working knowledge of commercial loan documentation.
• Must have strong sales skills and be self-motivated and able to work independently.
• Must have the ability to motivate, influence and/or train others.
• Have excellent interpersonal skills and the strong ability to foster relationships.
• Must have excellent communication skills, including written, verbal, and public speaking.
• Ability to effectively interact with all levels of management, employees, and members.
• Knowledge of product lines, corporate goals, and industry conditions.
• Ability to maintain confidentiality.
Tinker Federal Credit Union is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. We celebrate the unique differences of our employees, and welcome people of all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, sex, age, marital status veteran status, disability status, pregnancy status, parental status, political affiliation, or any other status protected by law. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Talent Acquisition at careers@tinkerfcu.org.
Tinker Federal Credit Union’s Business Services department has an immediate opening for a Commercial Loan Consultant! This is an exciting opportunity to join the largest and best credit union in Oklahoma! We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU!
As a Commercial Loan Consultant, you will be responsible for the following:
• Assisting members or potential members via various means in obtaining the best solutions for their commercial lending needs.
• Serving as the initial means of member and potential member contact within commercial lending.
• Aiding with the business strategies that foster membership growth, new business partners and commercial market penetration.
• Following all regulatory and policy compliance requirements regarding the Bank Secrecy Act (BSA), the Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies.
• Utilizing technical expertise to enable the successful utilization of TFCU’s digital products and services.
• Applying business intelligence data to identify and engage one-on-one with members to educate, direct, and influence past or prospective financial service decisions regarding TFCU products and services.
• Seeking out new business opportunities and follow-up calls to working smaller Business Services Loans up to $50,000.
• Performing associated administrative duties within the vast commercial lending service scope.
• Producing qualified loans to increase portfolios, providing disclosures what are required by law, while aggressively promoting all other offerings of TFCU.
Salary Range:
This is an exempt position. The salary range is $63,151.74 - $78,939.68; however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.
Education/Experience:
An associate degree directly related to the position or job-related and three years’ experience related to lending is required. Experience in commercial lending is preferred. Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education. Applicable additional education levels may be eligible to satisfy experience requirements.
Keys to success:
In order to be successful as a Commercial Loan Consultant, you must possess these qualifications:
• Working knowledge of commercial loan documentation.
• Must have strong sales skills and be self-motivated and able to work independently.
• Must have the ability to motivate, influence and/or train others.
• Have excellent interpersonal skills and the strong ability to foster relationships.
• Must have excellent communication skills, including written, verbal, and public speaking.
• Ability to effectively interact with all levels of management, employees, and members.
• Knowledge of product lines, corporate goals, and industry conditions.
• Ability to maintain confidentiality.
Tinker Federal Credit Union is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. We celebrate the unique differences of our employees, and welcome people of all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, sex, age, marital status veteran status, disability status, pregnancy status, parental status, political affiliation, or any other status protected by law. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Talent Acquisition at careers@tinkerfcu.org.