Top 12 Loan consultant Jobs in Placentia, Ca

Consumer Loan Consultant
Credit Union of Southern California —Anaheim, CA
- $21.50 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
Business Loan Consultant
Lendistry —Tustin, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
14d
Customer Service Representative (Loan Consultant II - CA)
Lendmark Financial Services, LLC —Santa Ana, CA
- $23 - $25 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply
9d
Mortgage Financing Advisor (Pulte Mortgage)
Pulte Mortgage LLC —Mission Viejo, CA
- $79,000 - $98,750 a year
- Full-time
- Bilingual
- Background check
- Mid-level
- Paid holidays
- Disability insurance
Banking Advisor
Northern Trust Corp. —Los Angeles, CA
- $131,675 - $223,905 a year
- Full-time
- US work authorization
- Senior level
- Leadership
- Health insurance
- Dental insurance
Senior Home Lending Advisor, La Habra, CA
JPMorganChase —La Habra, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Home Loan Consultant
Lendistry —Los Angeles, CA
- $20 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Senior Home Lending Advisor, South Orange County, CA
JPMorganChase —Mission Viejo, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Customer Service Representative (Loan Consultant I - CA)
Lendmark Financial Services, LLC —Cerritos, CA
- $20 - $23 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply

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Construction Asset Manager
Macro-Z-Technology —Santa Ana, CA
Communication skills will be subject to assessment in both verbal and written form—business correspondence as well as ad-hoc in-field communication will both be…
$120,000 - $165,000 a year
Quick Apply
13d
Demand & Inventory Manager
AC Infinity Inc. —Walnut, CA
Bachelor’s degree in supply-chain management, operations, industrial engineering, statistics, mathematics, business analytics, economics, or a related field.
$100,000 - $130,000 a year
Quick Apply
9d

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Huntington Bank —Columbus, OH
Bachelor’s degree in business related field. Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers.
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Consumer Loan Consultant

Credit Union of Southern California -
Anaheim, CA

Apply Now

Job Details

Full-time
$21.50 an hour

Benefits

Health insurance

Qualifications

High school diploma or GED

Full Job Description

Description:

The Consumer Loan Consultant will maximize lending and sales opportunities with Credit Union Members who apply for credit over the phone by demonstrating a highly motivated, positive, outgoing, and influential personality. Demonstrates an unsurpassed commitment to exceptional Member service and teamwork that ensures a Raving Fans experience with each encounter.

Business Hours: Monday to Friday, 9:00AM - 6:00PM & Saturdays, 9:00AM – 1:00PM*

This position will require working flexible hours, including rotating Saturdays, during regular business hours.

This position is based in Anaheim Hills CA with the opportunity to work on a hybrid-remote schedule which consists of 2 days in-office and 3 days working remote from home.

Why Work at CU SoCal?

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

CU SoCal is a Gallup Exceptional Workplace Award Recipient

In 2026, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our third consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement.

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, please submit your application today!

Requirements:

Minimum Qualifications

High School Diploma or equivalent.
1+ years of experience in lending sales.

Preferred Qualifications

Associates' degree or equivalent experience.
3+ years of experience in lending sales; preferably consumer.

Skills and Abilities

Proficient in applicable MS Office programs (Outlook, Teams, Excel, Word, Teams, etc.).
Establish and maintain effective business relationships with staff in other departments.
Maintain a working knowledge of policies, procedures and related loan laws and regulations necessary to effectively perform job duties.
Ability to effectively build relationships, establish rapport, and diplomatically communicate information.
Effective active listening skills.
Advanced working knowledge of consumer lending and processing, consumer loan laws and regulations, DMV procedures, tax return analysis, and Visa.
Advanced oral and written communications skills.
Keep all credit union and Member information confidential.

Essential Duties and Responsibilities

Demonstrates an unsurpassed commitment to exceptional Member service. Views situations from the Member’s perspective to effectively respond to their needs and concerns. Follows up to make sure the Member’s expectations have been met or exceeded.
Communicates information and decisions to internal and external Members.
Explains recommendations, products and services in ways Members can easily understand. Strong understanding of all credit union products and services and is able to confidently offer appropriate solutions to fit Members’ need.
Uses strong interpersonal skills and influence to consistently achieve sales goals. Overcomes objections with persuasion and persistence. Displays confidence in presenting appropriate solutions to fit Members’ needs. Maximizes opportunities to sell products and services to benefit Members and enhance quality and depth of Member relationship and profitability.
Using credit reports, Member data, and other information, actively seeks opportunities to increase loan volume. This includes contacting Members with pending loan applications and referring Members for non-consumer loan products when appropriate.
Actively participates in and completes all ongoing required loan and sales training. Willingly adapts to changes in work environment.
Proactively makes calls to Members to follow up on pending loan applications and applications that have been approved but have not yet funded.
Works with other consumer lending staff to effectively get loans approved and processed.
Complete understanding and active application the Exceptional Experience Guide expectations.
Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed.
Additional duties and responsibilities, as assigned.

Compensation

$21.50 per hour base pay + commission through a performance-driven plan. Most earnings in this role are commission-based. Full plan details will be shared during the interview process.

CU SoCal is an equal opportunity employer. All decisions are based only on the individual’s qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.

Apply Now

Refine Your Search

loan consultant jobs in placentia, ca

Consumer Loan Consultant

Business Loan Consultant

Customer Service Representative (Loan Consultant II - CA)

Mortgage Financing Advisor (Pulte Mortgage)

Banking Advisor

Senior Home Lending Advisor, La Habra, CA

Home Loan Consultant

Senior Home Lending Advisor, South Orange County, CA

Customer Service Representative (Loan Consultant I - CA)

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