TruStage

Lending Optimization Consultant – Regions

TruStage

full-time

Posted on:

Location Type: Remote

Location: Kentucky • Ohio • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $83,100 - $124,700 per year

About the role

  • 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

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisfinancial analysissales strategieslending operationsfinancial services productsmulti-channel lending ecosystemsADKAR Prosci methodologycoachingconsultingtraining
Soft Skills
communicationcollaborationcritical thinkingtime managementpresentation skillsproblem solvingadaptabilityinfluencemotivationconsultation
Certifications
Bachelor’s degreeLife and Health insurance resident license