Lending Sales Rep

Generations Federal Credit Union

Generations federal credit union is the fifth largest credit union in San Antonio with over 52,000 members and $385 million in assets. The credit union was founded by Public Works employees in 1940, and has a rich history of serving the City of San Antonio.  We’re proud to be at the leading edge of financial products, services and technological advances while remaining committed to the traditional credit union philosophy of “people helping people."

Lending Sales Rep

DUTIES AND RESPONSIBILITIES:

• Originates all types of loans and credit cards offered by the Credit Union. Advocates for the member and acts as a liaison between the loan officer and member, when necessary, to gather additional information for a decision. Qualifies for membership as necessary.
• Identifies and executes cross-selling opportunities of Credit Union products to new members to meet their financial needs while applying internal controls, Credit Union Policies and Procedures, and Governmental regulations to ensure compliance, integrity, professionalism, quality and timely service delivery.
• Consistently provides accurate information to new membership on products, rates, and services either in person, by phone, by mail or by other electronic means.
• Responsible for identifying, cross-selling and processing insurance products that compliment the appropriate lending products.
• Initiates depository accounts as required in new loan situations. Makes referrals for non-traditional investment products through SWBC and CECU’s in-house annuity investments and insurance products.
• Consistently delivers and applies quality to all written and on-line processing work.
• Also, directly involved with supporting telemarketing and direct mail efforts to increase loan production within the Credit Union.
• Actively participates in business development efforts to attain membership goals set by the credit union. Activities may include field visits to various Select Employee Groups, City Orientation and new business calls.
• Consistently meets or exceeds department and individual sales goals for member service product line and core depository products, i.e., loan growth and membership growth.
• Performs other duties as required.