Loan Officer (Alexandria, LA)
Pelican State Credit Union.com
Office
Alexandria, LA, US
Full Time
The Loan Officer position is a front-line role, responsible for delivering outstanding service and support to members through the processing of all consumer loan products offered, including credit cards, and the opening of new accounts. This position requires strong sales skills to identify members’ needs and cross-sell appropriate products and services. Our Loan Officer must embody Pelican’s Core Values and provide excellent service in all that they do.
A DAY IN THE LIFE OF A LOAN OFFICER INCLUDES:
• Processing and evaluating loan applications with a high degree of accuracy and regulatory compliance, identifying red flags, and conducting thorough reviews to mitigate risks and fraud.
• Opening and closing personal and business accounts to fully support members’ needs.
• Issuing and servicing new credit cards for all members.
• Deliver excellent member service in person, over the phone, in writing, and/or via all other communication channels.
• Cross-sell credit union products and services through proactive outbound calls and in-person conversations in a manner that meets or exceeds assigned sales and performance goals.
• Perform other job-related duties as assigned.
LOAN OFFICER SKILLS AND QUALIFICATIONS INCLUDE:
• Minimum of two (2) years of financial institution experience to include teller, contact center, lending, or loan processing duties.
• Must have a strong background in sales.
• Must be eligible to be licensed to sell all necessary insurance products.
• A high school education or GED.
• Strong problem-solving, attention to detail, and member service skills
• Proficiency in Microsoft Office products, especially Excel
OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:
• Work Schedule
◦ Monday – Friday
▪ 8:30 am – 5:15 pm
• Travel
◦ Travel is rarely necessary for this position.
• Work Site Location
◦ All work will be performed at our Alexandria Branch located at 4520 Lee St, Alexandria, LA 71302.
WHY SHOULD YOU JOIN THE PELICAN TEAM?
Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:
• Medical, Dental, and Vision Insurances with generous employer premium contributions
• Health Savings Account with employer contributions for eligible employees
• Employer-Paid Group Life Insurance
• Voluntary Dependent Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays, including a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
• Paid Time Off to volunteer with approved non-profits and charities
Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
A DAY IN THE LIFE OF A LOAN OFFICER INCLUDES:
• Processing and evaluating loan applications with a high degree of accuracy and regulatory compliance, identifying red flags, and conducting thorough reviews to mitigate risks and fraud.
• Opening and closing personal and business accounts to fully support members’ needs.
• Issuing and servicing new credit cards for all members.
• Deliver excellent member service in person, over the phone, in writing, and/or via all other communication channels.
• Cross-sell credit union products and services through proactive outbound calls and in-person conversations in a manner that meets or exceeds assigned sales and performance goals.
• Perform other job-related duties as assigned.
LOAN OFFICER SKILLS AND QUALIFICATIONS INCLUDE:
• Minimum of two (2) years of financial institution experience to include teller, contact center, lending, or loan processing duties.
• Must have a strong background in sales.
• Must be eligible to be licensed to sell all necessary insurance products.
• A high school education or GED.
• Strong problem-solving, attention to detail, and member service skills
• Proficiency in Microsoft Office products, especially Excel
OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:
• Work Schedule
◦ Monday – Friday
▪ 8:30 am – 5:15 pm
• Travel
◦ Travel is rarely necessary for this position.
• Work Site Location
◦ All work will be performed at our Alexandria Branch located at 4520 Lee St, Alexandria, LA 71302.
WHY SHOULD YOU JOIN THE PELICAN TEAM?
Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.
Our culture is grounded in faith, and we strive to live the golden rule of ‘love thy neighbor’. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.
Our full-time employees enjoy amazing benefits including:
• Medical, Dental, and Vision Insurances with generous employer premium contributions
• Health Savings Account with employer contributions for eligible employees
• Employer-Paid Group Life Insurance
• Voluntary Dependent Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays, including a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
• Paid Time Off to volunteer with approved non-profits and charities
Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.