Coastline Federal Credit Union ยท 1 day ago
Lending Specialist
Jacksonville, FL
Full-time
Onsite
Entry, Mid Level
2+ years expCoastline Federal Credit Union is committed to making meaningful connections and providing financial solutions that transform lives. They are seeking a Lending Specialist to interview members, advise on loan options, and ensure compliance while fostering a collaborative and family-oriented work environment.
BankingFinanceFinancial Services
Responsibilities
Interview member to discuss loan options, gather required documentation, and communicate decisions effectively
Advise members through loan closing documents, explain terms, and ensure regulatory compliance
Follow up with members, manage loan queues, and work towards increasing booking ratios
Create and review loan files for accuracy and completeness
Achieve personal sales targets by identifying and cross-selling beneficial products and services
Collaborate with team members and work toward overall team success
Qualification
Required
Proficiency in PC skills and Microsoft Office
Maintain a high standard for accuracy and attention to detail
Provide friendly, professional, accurate service and support to all members and staff
Minimum 2 years as a Lending Specialist or equivalent position at a comparable financial institution
High school diploma or equivalency required
Preferred
Bachelor's degree in Business, Management, or related field
Benefits
Medical, Dental and Vision Insurance
Paid Time Off
Paid Holidays (13)
401k & Company Match
Life Insurance, Short-Term and Long-Term Disability Insurance
Incentive Plan
Discount savings on movie tickets, theme parks and more
Company
Coastline Federal Credit Union
Coastline Federal Credit Union is a private bank that provides loans, mortgages, financial and online services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase