Consumer Lending Specialist I (63225)

MAZUMA CREDIT UNION•Overland Park, KS

1d•$21 - $31•Onsite

About The Position

The Consumer Lending Specialist I role is primarily responsible for owning the Onboarding Lending Experience for our Members. Responsibilities include the delivery of a seamless, Member-focused lending experience by handling inbound consumer loan requests via phone and online channels. This role plays a key part in verifying applications, clarifying Members’ needs and providing them with a detailed overview of the lending process. Responsibilities include adhering to lending policies and procedures, assisting Members with loan-related needs, and providing support or problem-solving through digital channels. This role also focuses on meeting and exceeding sales and loan goals while championing Mazuma’s culture and core values.

Requirements

0- 2 years of experience in a banking or finance related role
High school diploma or equivalent
Effective problem solving and sound decision making
Strong organizational skills
Strong attention to detail and accuracy in data entry and documentation.
Ability to multi-task
Excellent verbal and written communication
Basic proficiency in computer systems and willingness to learn internal platforms
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs.
Must be capable of climbing/descending stairs in emergency situations.
Must be able to operate routine office equipment including computer, tablet, telephone, copier, facsimile, printer, scanner, and calculator.
Must be able to routinely perform work on a computer for an average of 6-8 hours per day.
Must be capable of regular, reliable, and timely attendance.

Nice To Haves

Knowledge of credit union policies and regulations
1 year of lending sales experience
Experience in a call-center or out-bound sales
Bachelor’s degree in finance, business administration, or a related field.

Responsibilities

Develop and maintain strong relationships with Credit Union Members by delivering personalized service and financial guidance.
Address Member inquiries and concerns promptly and professionally, ensuring a high level of satisfaction and loyalty.
Uphold professional phone and written communication etiquette in all interactions.
Conduct thorough assessments of Members' financial situations to identify their needs and recommend appropriate Credit Union products and services.
Actively promote Mazuma Credit Union’s loan offerings to enhance Members’ financial well-being.
Originate loan applications submitted by phone.
Thoroughly verify applicant information and clarify lending requests.
Documenting applications with relevant notes needed for decision.
Manage daily workflow and prioritize tasks to meet service level expectations.
With the ability to manage multiple tasks simultaneously.
Effectively communicate details of all Mazuma’s lending products and ancillary products.
Effectively communicate details of each disclosure and loan document type to Members.
Meet and exceed expectations in loan production, referrals, cross-selling, and any other assigned goals.
Collaborate with internal Teams to ensure seamless service delivery and Member engagement across all touchpoints.
Monitor and analyze Member feedback to identify opportunities for service improvement and innovation.
Stay informed about industry trends and regulatory changes to provide Members with up-to-date information and advice.

Benefits

Up to 27 days off a year
10 paid Holidays
Mental Health Day
Anniversary Day
PTO starting on the first day
40 hours of Paid Volunteer Time per year
Traditional & Roth 401K with company match
Medical, Dental, and Vision benefits effective 1st of the month following first day
Wellness credit available for Medical premiums
Company paid benefits including: Basic Life and AD&D Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Vision Insurance
Maternity & Menopause Support Programs
Employee Assistance Program
On-Site Gym at our Headquarters location in Overland Park
Discretionary Stakeholders bonus program
Attractive interest rates on Team Member checking & Team Member money market accounts
Consumer and mortgage loan discounts