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Financial Life Coach/Loan Officer - Golden

Credit Union of the Rockies
Posted 9 days ago, valid for 19 days
Location

Golden, CO, US

Salary

$21.6 - $27 per hour

Contract type

Full Time

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Sonic Summary

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  • Credit Union of the Rockies is seeking a Financial Life Coach/Loan Officer in Golden to assist members throughout the loan process from initial contact to funding.
  • Candidates should have at least 2 years of experience in consumer lending, retail banking, or a similar sales/service role.
  • Key responsibilities include interviewing members, coordinating underwriting, and closing loans while providing excellent member service.
  • The position offers performance-based pay, rewarding those who help members achieve their financial goals.
  • Ideal applicants will possess strong sales skills, excellent communication, and the ability to thrive in a fast-paced environment.

Credit Union of the Rockies is looking for a Financial Life Coach/Loan Officer to guide members from first hello to funded loan.

Help members reach their financial goals and get rewarded. Become our next Financial Life Coach / Loan Officer in Golden: interview members, coordinate underwriting, close loans, and earn performance-based pay.

Key responsibilities

  • Serve as the single point of contact for members through the loan process: interview, document collection, underwriting coordination, decision communication, and closing.
  • Recommend and sell lending and ancillary products including credit insurance, GAP, and warranties.
  • Prospect, convert branch visitors, and maintain a strong loan pipeline to meet volume and dollar goals.
  • Provide friendly, accurate member service and represent the credit union in the community.
  • Collaborate with branch and lending leadership; participate in coaching and development.

Qualifications

  • 2+ years in consumer lending, retail banking, credit union lending, or similar sales/service role preferred.
  • Strong consultative sales skills and ability to build long-term member relationships.
  • Excellent communication, organization, and attention to detail.
  • Comfortable in a fast-paced, member-facing branch environment.
  • Proficiency with loan origination systems and standard office software.

If this sounds like you - please click on the full job description and apply today! Competitive sales/community minded individuals will thrive in this role!

 




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