Posted 2w ago

Financial Life Coach/Loan Officer - Granby

@ Credit Union of the Rockies
Granby, Colorado, United States
$22-$27/hrOnsiteFull Time
Responsibilities:Interviewing members, Coordinating underwriting, Closing loans
Requirements Summary:2+ years in consumer lending or related sales/service role; strong consultative sales and client relationship skills; excellent communication and detail orientation; loan origination systems proficiency.
Technical Tools Mentioned:Loan Origination Systems, Microsoft Office
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Job Description

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 Granby: 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!