Loan Officer Floater

Loan Officer Floater

The Loan Officer Floater 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. The Loan Officer Floater will float to various branches/departments and may fulfill the role of a Loan Officer or Member Experience Representative.

A DAY IN THE LIFE OF A LOAN OFFICER FLOATER 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.
• Delivering excellent member service in person, over the phone, in writing, and/or via all other communication channels.
• Cross-selling 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.
• Serving in Member Experience Representative or Loan Officer capacity for assigned branch.
• Performing other job-related duties as assigned.

LOAN OFFICER FLOATER 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.
• Reliable transportation is required due to the travel requirement.

OTHER THINGS YOU MAY WANT TO KNOW ABOUT THIS POSITION:

• Work Schedule
  • Monday – Friday
    • 8:30 am – 5:30 pm
      • Travel time may extend beyond normal business hours.
• Travel
  • Travel is necessary for this position and mileage reimbursement is available for those who qualify.
• Work Site Location
  • Our Alexandria and Pineville branches will be the home branches for this position.
    • The additional territories this role may be scheduled in advance to work at include:
      • Monroe Branch
      • Video Operations (Corporate Campus in Baton Rouge)
  • While this position is primarily assigned to the listed region, in high-need situations, you may be asked to travel to other Pelican branch locations across Louisiana to support business needs.

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 78,000 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 skill sets. We believe 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 Insurance with generous employer premium contributions
• Health Savings Account contributions for eligible employees
• Employer-Paid Life Insurance
• Paid Vacation & Sick Leave
• 15 Paid Holidays each year, which includes a Cultural Floating Holiday
• 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment

Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.