Centralized Consumer Lender

About the role

Full-time Centralized Consumer Lender position based out of the corporate office (Enterprise) in Appleton. After initial onboarding onsite, this position could have the opportunity for hybrid (3+ days onsite/week, 2 remote) work consideration. The Centralized Consumer Lender works closely with our members to uncover their financial needs and offer exceptional consumer loan products. This role combines a passion for service and a love of lending to build personal relationships with our members, turning phone and internet inquiries into conversations that can be life changing.

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Delivering exceptional service in a fast-paced consumer lending call center environment
• Interacting with members over the phone, internet, mobile app, and email to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
• Effectively communicating the member's story while working with the underwriting team to identify the best possible solutions for our members
• Determining the best avenue for loan disbursement to ensure convenience for the member while supporting branch appointment guidelines and call center goals
• Customizing protection solutions for all applicable lending products, including but not limited to payment protection, guarantee asset protection (GAP), DPW and mechanical breakdown protection
• Addressing member questions or concerns pertaining to consumer loans, credit cards, and other products and services offered by the credit union
• Recognizing and pursuing opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships
• Completing outbound calls to support marketing campaigns and company objectives
• Supporting the credit union's auto-buying service

Requirements

• High school education or GED (two-year college degree or higher preferred), or completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training or apprenticeship program
• Must be able to obtain and maintain registry with the Nationwide Mortgage Licensing System and Registry as required by the S.A.F.E. Act
• Two years' relevant experience, including prior lending and financial services experience
• Complete understanding of financial credit counseling tools
• Excellent verbal and written communication skills
• Organizational and time management skills to balance workload and meet deadlines
• Proficiency in Microsoft Office suite products

Qualifications

• Ability to speak and translate fluent English and Spanish is a plus

Benefits

• Medical, dental, vision, life, short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• Paid time off and caregiver leave
• Paid Volunteer Time Off