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Confidence at every stage
Lending Optimization Consultant – Regions
Location
Kentucky + 2 moreAll locations: Kentucky | Ohio | Tennessee
Posted
51 days ago
Salary
$83.1K - $124.7K / year
Seniority
Senior
Job Description
Lending Optimization Consultant – Regions
TruStage
• Work in partnership with the assigned credit unions to provide clear and unbiased guidance, education, and tools to build the knowledge members need to make confident financial decisions • Build and nurture collaborative partnerships with multi-level credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions • Partner with internal stakeholders, including coworkers and cross-functional account teams, to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization • Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose territory strengths and/or weaknesses and execute strategic plans to drive results • Be a subject member expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to help navigate and implement the appropriate digital optimization opportunity • Analyze financial data, including revenue, expenses, profitability, and financial ratios, to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance • Regularly monitor performance and provide recommendations and support for continuous improvement • Execute credit union recommendations on an ongoing basis through structured plans for adaption and implement of change with continuous feedback for sustained success • Gather information through consultation and utilize the strategic objectives and culture of the credit union to identify inefficiencies in processes, lending workflows, and systems • Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income • Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize the success of our Credit Union Partners to protect more members
Job Requirements
- Bachelor’s degree in business administration, Finance, Economics, or a related field, or equivalent trade-off of related professional work experience
- Demonstrated knowledge and understanding of financial service-related products, overall financial services operations, and multi-channel lending ecosystems
- Use of data analysis skills with the ability to use critical thinking to derive actionable insights, problem solve, create, and implement plans for measurable change
- Proven time management skills with the ability to prioritize tasks, meet deadlines, and manage multiple objectives/goals simultaneously
- Demonstrated consultation, facilitation, and presentation skills, with the ability to motivate, influence, and convey complex ideas to others in both face to face and virtual channels
- Ability to adapt style based on size of group and method of delivery
- Ability to navigate complex situations in partnership with internal stakeholders
- Ability to address specific client needs, provide strategic guidance, and leverage experience
- Life and Health insurance resident license – If currently not licensed, must earn within 90 days of starting the position
- Demonstrated deep understanding of the ADKAR Prosci methodology
- 4 Years of lending/management experience preferred with a proven track record of success in coaching, consulting, and staff development and training preferably in a lending or financial services environment
- Ability to travel up to 35% of the time
- Credit Union/Branch experience is a plus
Benefits
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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