Royal Credit Union · 1 month ago
Member Lending Specialist
Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. As a Member Lending Specialist, you will guide Members through the lending process, provide expert advice on Royal’s full suite of products, and build lasting relationships.
BankingCreditFinanceFinancial ServicesMortgageNon Profit
Responsibilities
Create an exceptional Member experience in all aspects of the lending process while offering Royal's full suite of products and services based on Member needs
Serve as the telephone contact for Members, team members, and potential Members, regarding their lending needs and requests
Accurately and efficiently complete loan application and maintenance on consumer loans and accounts
Responsible for answering calls and responding to electronic requests for Royal's full line of unsecured, collateral secured, and HELOC/Home Equity Line of Credit loans
Open new deposit products for telephone and electronic requests
Identify Member needs using knowledge of all products and services offered at the credit union
Refer existing and potential Members to departments or individuals who can better meet their financial needs
Provide exceptional, efficient, and accurate customer service
Qualification
Required
High School Diploma or Equivalent
One year customer service experience
Must be bondable
Strong knowledge of financial services and Royal's products and services, with proficiency in digital products
Analytical and critical thinking skills for complex decision-making
Exceptional customer service focus, balancing Member needs with Royal Credit Union processes
Ability to de-escalate upset Members and address service needs
Effective professional relationships and communication with leaders, coworkers, and Members
Demonstrated expertise in financial services, including digital products, and the ability to educate Members on these assets
Advanced analytical, critical thinking, and logical problem-solving skills to support complex Member needs and make sound decisions
Outstanding customer service orientation, with the ability to de-escalate situations and deliver efficient, accurate solutions
Strong communication and relationship-building skills, fostering trust and collaboration with Members and team members
Superior organizational and time management abilities, thriving in a fast-paced environment with high volumes and changing priorities
Preferred
Associate's Degree in a business-related field
Experience working in a call center environment and/or financial institution
Benefits
Comprehensive medical, dental, and vision insurance plans
5% 401k employer match
Paid family and sick leave
Vacation and sick time accruals
Childcare reimbursement
Tuition and student loan debt assistance
Pet insurance
Company
Royal Credit Union
Royal Credit Union provides banking, loans, and credit services.
Funding
Current Stage
Late StageRecent News
2025-11-19
2025-10-11
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