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Lending Solutions Specialist

Lending Solutions Specialist

CompanyBECU
LocationWashington, USA, Idaho, USA
Salary$25.67 – $31.3
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

Requirements

  • Bachelor’s degree in business or equivalent experience.
  • Minimum two years of financial service sales experience, or three years combined experience with outbound sales and financial services.
  • Understanding of the sales process and ability to manage a sales pipeline efficiently.
  • Successful completion of the consumer loans and member service training program with a minimum of one year of experience as a Member Consultant (including loan interviewing, funding, and processing) within BECU or another financial institution.
  • Experience in originating lending applications.
  • Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).
  • Full-time hours required, with additional hours as necessary.

Responsibilities

  • Build strong relationships by understanding member needs, sharing solutions, and delivering personalized advice that supports their financial journey.
  • Serve as a resource for credit products, including business, real estate secured, and consumer loans, ensuring members receive accurate and relevant guidance.
  • Deepen member relationships by leveraging the Member Advantage program and other initiatives that enhance their overall experience.
  • Conduct loan interviews, complete applications, and guide members through the lending process, ensuring accuracy and clarity at every step.
  • Assess risks and identify the right appraisal options for real estate secured loans, providing members with informed and valuable insights.
  • Provide courteous, efficient, and professional service, resolving member concerns promptly and ensuring their satisfaction.
  • Focus on high-value relationships and transactions to optimize revenues while enhancing member benefits.
  • Partner with internal teams to identify market opportunities, enhance product offerings, and deliver exceptional member experiences.
  • Support new team members by sharing your expertise in lending products, processes, and application systems.
  • Take on additional responsibilities as needed, contributing to the team’s success and BECU’s mission.

Preferred Qualifications

  • Verbal and written communication skills to connect effectively with members.
  • Analytical skills and math proficiency with a high degree of accuracy.
  • Thorough knowledge of RESPA, HMDA, Fair Lending, ECOA, and HUD rules and regulations.

Benefits

    No information provided on Benefits.