Contact Center Representative: Consumer Lending

Randolph-Brooks Federal Credit Union•San Antonio, TX

2d•Hybrid

About The Position

The RBFCU Consumer Lending Team is seeking a full-time Consumer Lending Representative. This role involves assisting members and prospective members with consumer loans through inbound channels like phone and video chat. The representative will provide exceptional service, process and finalize various consumer loans, build relationships, identify member needs, and educate them on products and services to improve their financial well-being. The position offers opportunities for growth through the Path to Promotion and an award-winning Learning and Development program. The role requires a passion for helping others.

Requirements

High School Diploma or G.E.D.
A minimum of 9 months financial institution experience or 2 years customer service experience
Must be proficient in utilizing PC, software, Microsoft applications, and other office equipment (type 25 words per minute and 10 key by touch)
Possess excellent organizational, time management, and interpersonal skills
Ability and desire to work well in a team environment and develop strong working relationships with external parties
Must be able to work a flexible Monday-Saturday schedule (Hours of operation: Monday - Friday 8:00 a.m. - 6:00 p.m. and Saturday 8:30 a.m. - 4:00 p.m.)

Nice To Haves

Bilingual (English/Spanish)

Responsibilities

Fulfill member and prospective member loan applications and inquiries and finalize/fund various types of consumer lending loans.
Provide enthusiastic, professional, quality, prompt and courteous service to members and others as appropriate.
Discuss and recommend products and services to meet the needs of the member and the mission of RBFCU.
Process paperwork, and collect fees required to complete title work.
Inform members of loan decisions and provide information for ancillary loan products.
Maintain current working knowledge of RBFCU policies and procedures and regulatory laws.
Include appropriate people in decision-making process and make timely and informed decisions.
Accept responsibility, follow through on commitment, and react well under pressure.
Strive to meet or exceed department standards.
All other duties as assigned (Note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice).