Suncoast Credit Union · 5 days ago
Call Center Lending Relationship Specialist
Tampa, FL
Full-time
Hybrid
Entry Level
1+ years expSuncoast Credit Union is a recognized top workplace in Tampa Bay, committed to fostering an inclusive culture and prioritizing community engagement. The Call Center Lending Relationship Specialist assists members in achieving their financial goals by providing financial solutions and counseling, while also engaging with current and prospective members through telephone support interactions.
BankingFinancial ServicesFinTech
Responsibilities
Identify ways to improve members’ financial life
Present and explain lending products and services provided by the credit union and its affiliates
Initiate and underwrite consumer loans according to credit union lending policies and procedures
Answer calls in a courteous, professional, and timely manner
Provide a prompt, accurate, and excellent member experience
Interview members to gather information necessary to complete loan applications
Input and process loan requests
Meet minimum monthly goals determined by management
Assess loan applications
Process system approvals and suggest decision recommendations
Serve the community and actively participate in area events representing the credit union
Qualification
Required
High school diploma or equivalent
1+ years of call center or customer service experience
Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
Must be able to maintain a high level of confidentiality
Preferred
Bilingual in Spanish
Benefits
Bonus Program up to 12%
401K Matching up to 8%
Retirement Planning
Pay Increases based on Competency
Employee Loan Discounts
Flex Spending Accounts
Medical Coverage
Dental and Vision Coverage
Access to 4,000+ Gyms
Mental Health Resources
PTO Wellness Days
Short Term and Long Term Disability Coverage
11 Paid Holidays
3 weeks of Paid Time Off
4 weeks of Paid Parental Leave
Birthday PTO
Paid Volunteer Hours
Degree Assistance up to $5,000 per year
Company
Suncoast Credit Union
Suncoast Credit Union is a is a credit union located in Tampa.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Johnson
President/CEO
Darlene Johnson
Executive Vice President/Chief Strategy and Transformation Officer
Recent News
2025-10-25
Business Wire
2025-10-23
Company data provided by crunchbase