• Loan Consultant

    Job Location
    United States-IL-Rolling Meadows
    Work Status
    Member Contact Center
    FLSA Status
    Requisition ID
  • Start a Rewarding Career with Alliant

    Why Alliant?

    We’re not a typical financial institution – we’re better. We’re an innovative, fun-loving, highly-engaged group of professionals that are committed to our company and the communities we do business in. We love to recognize and celebrate each other.


    Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking.


    What will your day look like?

    You will be responsible for originating consumer and home equity loan products in order to meet and exceed sales goals. This position requires expertise in presenting and successfully achieving both individual and company targets for the cross selling of other Credit Union products, specifically ancillary products such as Guaranteed Asset Protection (GAP), Mechanical Repair Coverage (MRC) and Debt Cancellation (payment protection).   Additionally, the referring of other Credit Union products and services, such as insurance, mortgage, deposit and investment products is expected. Work involves moderate difficulty in handling a high volume of member loan applications taken through the member contact center and other application channels; including internet, other partners, outbound calling. Resources to do the job require reliance on technical knowledge of Credit Union policy and loan procedures as well as exemplary sales and member service skills.



    Do you see yourself doing this?

    • Assesses Credit Union member needs and counsels them regarding loan products and services
    • Offers additional loan and collateral protection products as appropriate
    • Products include GAP, MRC and Debt Cancellation which are to be sold appropriately to successfully attain sales goals and Credit Union expectations
    • Refers additional Credit Union products, such as insurance, mortgage, deposit and investment products at a high level
    • Originates consumer and home equity loan applications in order to meet and exceed monthly sales goals
    • Makes outbound sales calls to Credit Union membership to cross sell loans and ancillary products
    • Processes loan applications by generating a loan application with member financial information derived from the member interview over the phone
    • Insures loan applications are complete and meet Credit Union Quality Assurance standards
    • Responds to all member inquiries.
    • Articulately communicates loan decisions to members
    • Provides exemplary member service to members at all times


    What makes you a great fit?

    You’ll be a great fit if in addition to the completion of a Bachelor’s degree in Finance, Business Management or a related field, 3-5 years of successful sales experience, (Retail, Financial Services, Insurance or Automobile Finance/Sales experience preferred); or an equivalent combination of training and experience, and you have:

    • An Illinois P&C License is required within 60 days of hire with reciprocity in certain states (training and examination to be coordinated by the Credit Union)
    • NMLS registration is required within 30 days of hire
    • Successful candidates should be self-confident with excellent presentation and communications skills and have an ability to work independently
    • Must possess strong organizational, technical, sales and decision-making skills


    When you’re happy, we’re happy!

    As a thank you for joining our team, you’ll benefit from:


    • Competitive medical, dental, and free vision benefits
    • Competitive compensation plan
    • Contributions towards gym memberships
    • Generous PTO and banking holidays off


    Still not convinced?

    We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.



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