CENTRALIZED CONSUMER LENDER

Fox Communities Credit Union • Appleton, WI

2d • Hybrid

About The Position

The Centralized Consumer Lender works closely with our members to uncover their financial needs and offer exceptional consumer loan products. This role combines a passion for service and a love of lending to build personal relationships with our members, turning phone and internet inquiries into conversations that can be life changing. After initial onboarding onsite, this position could have the opportunity for hybrid (3+ days onsite/week, 2 remote) work consideration.

Requirements

• A high school education or GED (two-year college degree or higher preferred), or Completion of a specialized course of study at a business or trade school, or Completion of a specialized and extensive in-house training or apprenticeship program
• Must be able to obtain and maintain registry with the Nationwide Mortgage Licensing System and Registry as required by the S.A.F.E. Act
• Two years’ relevant experience, including prior lending and financial services experience
• Complete understanding of financial credit counseling tools
• Excellent verbal and written communication skills
• Organizational and time management skills to balance workload and meet deadlines
• Proficiency in Microsoft Office suite products

Nice To Haves

• Ability to speak and translate fluent English and Spanish is a plus.

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Delivering exceptional service in a fast-paced consumer lending call center environment
• Interacting with members over the phone, internet, mobile app, and email to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
• Effectively communicating the member’s story while working with the underwriting team to identify the best possible solutions for our members
• Determining the best avenue for loan disbursement to ensure convenience for the member while supporting branch appointment guidelines and call center goals
• Customizing protection solutions for all applicable lending products, including but not limited to payment protection, guarantee asset protection (GAP), DPW and mechanical breakdown protection
• Addressing member questions or concerns pertaining to consumer loans, credit cards, and other products and services offered by the credit union
• Recognizing and pursuing opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships
• Completing outbound calls to support marketing campaigns and company objectives
• Supporting the credit union’s auto-buying service

Benefits

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• caregiver leave
• Paid Volunteer Time Off

What This Job Offers

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