Dynamic Outbound Coordinator at Eastman Credit Union with a proven track record in upselling loan products and enhancing member experiences. Highly organized and adaptive, I excel in building relationships and managing risks, ensuring seamless loan origination. My proactive approach and reliability drive successful engagement with prospective borrowers.
Proactively cross-service additional loan products to existing members, identifying opportunities for upselling or refinancing based on their financial needs and circumstances.
Utilize tradeline analysis to identify potential leads and initiate outbound calls to engage with prospective borrowers.
Collaborate with other departments to leverage interdepartmental referrals and maximize outreach efforts.
Conduct loan origination submitted through sources including direct member contact, dealer submissions, in-process queues, and successful report leads.
Provide personalized assistance and guidance to members throughout the loan application process, ensuring a seamless and positive experience.
Assist prospective members by facilitating the membership process.
Identify and manage risks within the department.
Organized/Detailed
Adaptive
Hard Working
Builds Relationships
Reliable
Approachable
Trustworthy