Call Center Lending Relationship Specialist

Suncoast Credit Union • Tampa, FL

12d • Hybrid

About The Position

This position provides the opportunity to grow into a career in lending. The Call Center Lending Relationship Specialist assists credit union members with their long-term financial goals and planning for their future by providing financial solutions and counseling. This individual engages current and prospective members through telephone support interactions. This role plays a key part in improving the financial lives of Suncoast Credit Union members.

Requirements

• High school diploma or equivalent
• 1+ years of call center or customer service experience
• Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
• Must be able to maintain a high level of confidentiality
• Customer Service
• Sales

Nice To Haves

• Bilingual in Spanish preferred

Responsibilities

• Identify ways to improve members’ financial life
• Present and explain lending products and services provided by the credit union and its affiliates
• Initiate and underwrite consumer loans according to credit union lending policies and procedures
• Answer calls in a courteous, professional, and timely manner
• Provide a prompt, accurate, and excellent member experience
• Interview members to gather information necessary to complete loan applications
• Input and process loan requests
• Meet minimum monthly goals determined by management
• Assess loan applications
• Process system approvals and suggest decision recommendations
• Serve the community and actively participate in area events representing the credit union

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED