Liberty FCU, a full-service credit union, is seeking a Consumer Lending Sales Trainer . This individual will be responsible for developing, implementing, and overseeing training programs for consumer loan officers within the Direct Lending Contact Center (LCC). This role requires strong communication skills, expertise in lending processes, understanding of the sales cycle, and the ability to mentor and coach individuals to enhance their performance and knowledge in all aspects of lending. If interested, please proceed by clicking Apply.
Duties and Responsibilities :
- Provide initial sales training for all new LCC lenders on lending products, procedures, and platforms to ensure they are educated and equipped to assist any potential borrower with the lending needs.
- Provide hands-on training to lenders on how to perform the duties required of a lender to process a loan request and assist them with the following :
Completing an application
Reviewing creditworthiness of the borrowerOffering all qualified ancillary productsCompiling loan documentation for electronic signaturesDisbursing loan fundsCross-selling additional productsMaintaining a working knowledge of lead listsProvide best sale techniques for maximizing lead opportunitiesProper follow-up procedures for multiple touch pointsThe most efficient use of CRM systemCredit union lending policies and regulatory guidelinesUnderstanding the purpose of each document and how to avoid and correct document funding errorsDesign and develop comprehensive training programs for new and existing loan officers that align with organizational goals.Create online course content to build a lending library
Work closely with other departments (e.g. compliance, training) to ensure comprehensive training coverageCollaborate with the Department Sales Managers to provide ongoing training to the existing team based on the needs assessments of the Sales Manager.Establish at least quarterly group training sessions based on the feedback from the Sales Department.
Establish training modules to be deployed on an as needed basis for the different elements of the sales process. These could be used for one-on-one or small group training as requested by the Sales Managers.Provide constructive feedback and support to Sales Managers to help them improve lender performance.Provide additional training as directed by Sales Managers to support individual training plans the Managers have developed.Create sales training programs that educate LCC loan officers on best sales techniques. Including but not limited to :How to cross-sell Payment Protection, GAP, and MRC
Obtaining loan recapture from other institutionsDeveloping omni channel sales scripts (ie. phone, email, text)Providing guidance for effective communication effortsComplete reporting and documentation on all training sessions as feedback to department leadership.Maintain records of training sessions, attendance, and participant feedback
Prepare and present reports on training initiatives for management which will allow them to measure the training successMaintain a working knowledge of all lending platforms and websites.Any other duties assigned by management.Benefits and Compensation :
Paid HolidaysPaid Time Off (Vacation, Sick and Personal Days)Medical, Dental and Vision Insurance401(k) retirement program with matching fundsEmployer paid Group Term Life Insurance, Short Term and Long Term Disability InsuranceTuition Reimbursement ProgramLiberty FCU is an Equal Opportunity Employer, Minority / Female / Disability / Protected Veteran.
