Consumer Lending Specialist/Member Advisor

About the role

Financial Partners Credit Union is a not-for-profit, cooperative credit union founded in 1931. We provide banking services with competitive rates and a focus on member satisfaction, serving over 93,000 members across California.

Responsibilities

• Aid members with consumer lending needs, including reviewing loan products and identifying solutions.
• Guide members through the consumer loan application process, ensuring accuracy and efficiency.
• Discuss loan options, rates, terms, payments, and other relevant product information clearly and member-friendily.
• Gather and review necessary documentation for loan applications and collaborate with lending and underwriting partners.
• Maintain regular communication with members about application status, required documents, next steps, and loan outcomes.
• Identify and recommend additional credit union products and services to deepen member relationships.
• Deliver an excellent member experience via phone, digital, and other communication channels.
• Keep accurate records and adhere to established lending procedures, regulatory requirements, and credit union policies.
• Collaborate with internal teams to resolve member inquiries and ensure loan processes run smoothly.
• Build and maintain trust with members by providing knowledgeable, responsive, and solutions-oriented service.

Requirements

• Previous experience in consumer lending, banking, credit unions, loan processing, or financial services.
• Experience assisting customers or members with loan applications or financial products.
• Knowledge of consumer lending products such as auto loans, personal loans, credit cards, lines of credit, or similar products.
• Strong communication skills and the ability to explain financial information in an understandable way.
• Excellent attention to detail when reviewing applications, documentation, and member information.
• Strong organizational and follow-through skills in a fast-paced environment.
• A consultative approach to identifying member needs and recommending appropriate solutions.
• Comfort working towards individual, team, service, and lending goals.
• A genuine commitment to providing an exceptional member experience.

Qualifications

• High school diploma or equivalent.
• Basic computer skills, including proficiency with Microsoft Office.
• Ability to pass a background check.

Skills

• Customer service skills.
• Strong communication and interpersonal skills.
• Attention to detail.
• Organizational skills.
• Problem-solving abilities.
• Ability to work independently and as part of a team.

Benefits

Financial Partners Credit Union offers a competitive base hourly rate plus the opportunity to earn significant monthly incentive compensation based on individual performance and results. The incentive program rewards high performance, allowing successful team members to increase their total monthly earnings beyond their base pay.

Pay

Competitive base hourly rate with potential for significant monthly incentive compensation.

Schedule

Full-time position with flexible hours to accommodate member needs.