Contact Center Lending Specialist
About The Position
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Service Credit Union is seeking a Contact Center Lending Specialist who will be responsible for providing high-quality service to members by processing consumer loan applications, offering guidance throughout the lending process, and assisting with loan-related inquiries both during the application stage and once the loan is established. Duties will also consist of aiding members with non-loan related account services. While application processing is focused on consumer loans, this role also provides support for member inquiries related to both existing consumer and real estate loans.
Requirements
- Excellent interpersonal, presentation and organizational skills.
- Ability to communicate clearly and effectively verbally and in writing.
- Proficient with Excel, Microsoft Outlook, Word, Power point, and various web-based applications required.
- Ability to work independently and in a team environment.
- High school diploma or equivalent required.
Nice To Haves
- Preferred knowledge of Meridian Link/Loans PQ/TrueStage/Route66
- Prior success cross selling payment protections
- Proven track record identifying product matching
Responsibilities
- Receive and process consumer loan applications efficiently and accurately.
- Guide members through each stage of the application process, ensuring they understand requirements and next steps.
- Identify and recommend beneficial products and services to meet member needs.
- Conduct follow-up with members regarding application status, required documentation, or additional information needed.
- Provide accurate information regarding lending products, including GAP, CL/CD, and Mechanical Breakdown Protection (MBP).
- Answer member questions regarding basic account information, loan products, and real estate lending services.
- Meet or exceed department production and account goals while maintaining a high standard of service quality.
- Respond to member inquiries regarding loan products, rates, terms, and conditions.
- Provide accurate information on basic account services and general banking inquiries.
- Assist members with navigating lending resources, tools, and digital platforms.
Benefits
- Great health and dental benefits starting day one!
- PTO, long-term disability, and paid holidays.
- 401k with 8% company contribution after one year of employment.
- Paid leave policy after 12 consecutive months of employment.
- Free confidential mental health support program with Talkspace©
- Free identify theft protection through IdentityForce©
- Tuition reimbursement.
- Training and career growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
