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SchoolsFirst Federal Credit Union · 2 weeks ago

Consumer Loan Service Delivery Representative

Riverside, CA

Full-time

Onsite

Entry Level

$20/hr - $29/hr

1+ years exp

SchoolsFirst Federal Credit Union is seeking a Consumer Loan Service Delivery Representative to provide exceptional service to members regarding their consumer lending needs. The role involves processing loan applications, communicating decisions, and advocating for members while maintaining confidentiality and compliance.

Finance

Comp. & Benefits

No H1B

Responsibilities

Serve the Membership by providing World Class Personal Service, supporting Members Consumer Lending needs primarily via the phone by completing various consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents and providing Members with consumer lending information and recommendations

Deliver World Class Personal Member Service in a caring, enthusiastic, professional and efficient manner, while contributing to Consumer Lending goals on accuracy and service quality

Serving the Membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members

Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times

Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed

Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals

Has a working knowledge of consumer lending product and services including DMV and insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests

Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments

Maintain confidentiality of credit union and Member records

May communicate with Members using electronic correspondence

Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns

Performs other duties as assigned

Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualification

Consumer lending knowledgeCustomer service experienceSales experienceCommunication skillsAttention to detail

Required

High School Diploma or GED required

less than 1 year previous experience in sales, customer service, or banking required

Concentrates on caller

Basic consumer lending product and service knowledge

Listens without interrupting

Asks questions to clarify and verify information

Recaps transaction to ensure understanding

Identifies essential information

Enters information efficiently

Displays expected level of accuracy

Summarizes transaction clearly and concisely

Excellent oral and written communication skills

Company

SchoolsFirst Federal Credit Union

Glassdoor3.7

Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

Founded in 1934

Tustin, California, USA

1001-5000 employees