Retail Lending Training Specialist

Liberty FCU, a full-service credit union, is currently seeking a Retail Lending Training Specialist to join the Training Department. Candidates must possess strong consumer lending knowledge, excellent coaching and sales skills and must be well versed in the credit union's products and services to meet goal attainment. If you are interested in this position, please proceed by clicking apply.

Duties and Responsibilities:   

• Train consumer lenders on the lending products, procedures, and platforms to ensure they are educated and equipped to assist with member lending needs.
  • Update and prepare the Lending manual used in training on a regular basis.
  • Send support tickets to get new lenders set up with all lending systems.
  • Send welcome emails to new lenders with schedules for their two weeks of lending training.
• Educate retail lenders on how to cross-sell Payment Protection, GAP, MRC, and how to bring loans from other institutions to meet lending goals.
• Motivate, coach, and develop all retail lenders at LFCU to meet production and cross-selling goals and to maintain a positive attitude.
• Make regular branch visits to coach retail lenders for follow up, outbound calling, and sales training.
• Prepare and hold individual or group training for lenders on lending topics as needed.
• Maintain a working knowledge of all lending platforms and websites including but not limited to:
  • ArcOs
  • TruStage
  • JD Power
  • CarFax
• Support, assist and answer lenders with loan application corrections, questions, or quality control errors through our Consumer Lending Training Support ticketing system.
• Gain a working knowledge of the phone system.
• Facilitate the second segment of hands-on lending training in the Lending Call Center (LCC) phone rotation.
  • Be knowledgeable of the credit union’s phone system to show lenders the proper functionality of the phone system used during their 2^nd week of Lending training.
  • Provide exceptional phone service to members.
  • Process consumer loan requests and loan applications in DNA and ArcOs.
  • Educate consumer lenders on quality control procedures and outbound calling.
  • Determine creditworthiness of members.
  • Adhere to credit union lending policies and procedures.
  • Disburse loan funds.
  • Acquire vehicle printouts, credit reports, and CarFax reports.
• Serve as an administrator of our knowledge base system (Ask Max) with Engageware.
  • Add articles, updates, maintenance, and assist with ongoing upkeep of Ask Max for Lending needs.
• Maintain an understanding of the CU Student Choice lending program to help answer student loan questions.  
• Assist with monthly lending contests, email updates, lending newsletter, incentives & goal reports for staff and management.
• Create online course content to build our lending library through Articulate, Snagit, etc.
• Assist in assigning online courses through our LFCU Learning Institute to all Consumer Lending.
• Travel to branches to coach and train lenders.
• Adhere to all credit union policies and procedures.
• Develop an understanding of credit union history, philosophy, organization, bylaws, and operational procedures.
• Develop a working knowledge of the credit union’s data and word processing system.
• Adhere to the credit union’s S.E.R.V.I.C.E. standards.
• Any other duties assigned by my supervisor or management.

Benefits:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long-Term Disability Insurance
• Tuition Reimbursement Program