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Call Center Lending Relationship Specialist

Suncoast Credit Union
Fort Myers, FL Full Time
POSTED ON 1/31/2023 CLOSED ON 2/22/2023

What are the responsibilities and job description for the Call Center Lending Relationship Specialist position at Suncoast Credit Union?

Overview

Starting Pay: $20.00 

Training Schedule: Monday through Friday 8:00 AM - 5:00 PM

 

Schedule Options: Your choice!

 

Mon / Tue / Fri: 8:30 AM - 6:30 PM

Thurs: 9:30 AM – 6:30 PM

Sat: 8:00 AM – 1:00 PM

Wed / Sun: OFF

 

Mon / Tue / Wed / Fri: 9:00 AM - 7:00 PM

Sat: 9:00 AM – 1:00 PM

Thurs / Sun: OFF

 

Monday through Friday: 11:00 AM - 8:00 PM

 

*Hybrid option available after 3-6 months of satisfactory performance*

 

Start date: March 6th, 2023

5 positions available!

This position provides the opportunity to grow into a career in lending. The Call Center Lending Relationship Specialist assists credit union members with their long-term financial goals and planning for their future by providing financial solutions and counseling. This individual engages current and prospective members through telephone support interactions. This role plays a key part in improving the financial lives of Suncoast Credit Union members.

 

Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:

* COMPETITIVE MARKET SALARIES * MEDICAL COVERAGE * PAID TIME OFF * PAID HOLIDAYS * PARENTAL LEAVE * RETIREMENT PLANNING * DEGREE ASSISTANCE * BONUS OPTIONS * ACCESS TO OVER 4,000 GYMS * FREE IDENTITY THEFT PROTECTION * PAID VOLUNTEER HOURS * LEGAL ASSISTANCE * MENTAL HEALTH RESOURCES * EMPLOYEE LOAN DISCOUNTS *

Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team supporting a healthy body, healthy mind, and healthy work-life balance!


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

Qualifications

  • 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 communication skills (written, verbal and interpersonal) to professionally interact effectively with members and staff
  • Must be able to maintain a high level of confidentiality

Salary : $20 - $0

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