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Florida Licensed Lending Advisor

Florida Licensed Lending Advisor

VirtualVocationsAppleton, Wisconsin, United States
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A company is looking for a Lending Advisor to drive lending opportunities and assist members with their financial needs.

Key Responsibilities

Drive new business and nurture client relationships through proactive outreach and customer support

Facilitate online account openings and follow up with members to ensure a positive experience

Identify cross-sell opportunities and ensure compliance with regulatory programs

Required Qualifications

One to three years of related experience

High school education or GED

Basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel

Knowledge of consumer and real estate lending regulations

Must pass registration based on SAFE Act requirements or be already registered

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Licensed Florida • Appleton, Wisconsin, United States

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