Leaders Credit Union

Account Executive

• Handles loan applications that come through our online portal as well as through phone.
• Engages with members and seeks to understand their financial needs while actively sharing options using plain language, building rapport, and handling objections.
• Refers ancillary products that would benefit each member.
• Must be able to manage time effectively and process applications efficiently in order to meet goals.
• Provides prompt, accurate, courteous, and professional service at all times.
• Works directly with the underwriting department to step our members through the lending process.
• Identify cross-sell opportunities for all credit union products that can best fit the member’s needs.
• Accurately maintain member account information.

Virtual Sales Representative

Customer Support

• Manages the operational aspects of sales related tasks
• Monitors account activity, ensures compliance, and maintains accurate records
• Manages risk and Identity verification
• Provides prompt, accurate, courteous, and professional service at all times.
• Must be able to manage time effectively and process applications efficiently in order to meet goals.
• Accurately maintains member account information.

Virtual Sales Representative

Sales Support Specialist