Jobs · OTHR · California

Consumer Loan Service Delivery Representative II

SchoolsFirst Federal Credit Union · Riverside, CA · 4 wk ago
OTHR$22.33–$32.38/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: pay range, scheduled weekly hours, responsibilities (What You'll Be Doing), qualifications (High School Diploma or GED required, 1-3 years prior related experience required), knowledge, skills, abilities (list). Also maybe "Additional Job Functions" but that's generic. Also "Complies with regulatory compliance..." maybe part of responsibilities. Also "SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring" is EEO boilerplate; we should remove that. Also "SchoolsFirst FCU is an equal opportunity employer..." remove. Also "This organization participates in E-Verify." remove. We need to preserve all substantive info, not invent. So we need sections: Pay (pay range), Schedule (Scheduled Weekly Hours 40), Responsibilities (the "What You'll Be Doing" paragraph(s) and bullet-like sentences). Requirements (maybe qualifications: High School Diploma or GED required, 1-3 years of prior related experience required). Skills (Knowledge, Skills, And Abilities list). Possibly also "About the role" could be the introductory paragraph: "We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Service Delivery Representative II The pay range for this position is listed below." But we shouldn't repeat job title as heading. The intro could be considered About the role. However we need to decide if we include About the role section. The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include About the role if there is substantive content. The first sentence: "We’re always looking for diverse, talented, service-oriented people to join our exceptional team." That's generic but maybe considered About the role. Also "Consumer Loan Service Delivery Representative II" is the job title, we shouldn't repeat as heading. The next sentence: "The pay range for this position is listed below." That's about pay. So maybe we can combine About the role with a brief description. But we must not include filler like "commensurate with experience". The intro is okay. We need to decide which sections to include: About the role, Responsibilities, Requirements, Skills, Pay, Schedule. Possibly also Qualifications (but Requirements and Qualifications may overlap). The instruction list includes both Requirements and Qualifications as possible headings. We need to decide based on content. The posting has "Qualifications High School Diploma or GED required 1-3 years of prior related experience required". That's qualifications. Also "Knowledge, Skills, And Abilities" list. So we can have Requirements (maybe none separate) and Qualifications (the diploma/experience). Or we could combine Requirements and Qualifications into one section called Requirements. But we have to follow instruction: Use headings for those categories if we have content. It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can choose any of those that apply. We should not create empty sections. So we need to decide which headings have content. Let's extract content: - About the role: Could be the introductory paragraph: "We’re always looking for diverse, talented, service-oriented people to join our exceptional team." plus maybe a brief description of the role? The posting doesn't have a separate summary beyond that. Might be okay. - Responsibilities: The "What You’ll Be Doing" block (multiple sentences). We'll put that as
  • items? The instruction: Use
    • for any list of duties/requirements/benefits, and

      for prose. The responsibilities block is prose but could be broken into bullet points. However we can keep as

      if it's prose. The instruction says use

      • for any list of duties/requirements/benefits. If we treat each sentence as a duty, we could make a list. But the block is not explicitly a list; it's a paragraph with many duties separated by periods. Safer to use

        for prose. However we could split into

        • for each duty. The instruction says "Use
          • for any list of duties/requirements/benefits". If we make a list, that's fine. But we need to preserve all substantive information; we can either keep as prose or list. I'd choose to make a list for clarity, but we must not invent or summarize away detail. Splitting sentences into list items preserves detail. So we can create
            • for each duty sentence. Let's parse the responsibilities block: "What You’ll Be Doing 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. Serves at an intermediate level of technical knowledge within the department for level I teammembers. 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 intermediate level Member consumer lending transaction requests, submitting loan applications, funding personal loans, credit cards, detailed ancillary knowledge, and provide consultative 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.Has an intermediate knowledge of consumer lending product and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests.Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals.Handles moderate escalations (i.e. loan denial questions; intricate product questions, etc.) and prevents Members from escalating by utilizing soft skills and intermediate de-escalation skills.Assist with training of new and existing team members. May assist with call transfers from level I representatives.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.Communicate well both verbally and in writing, effectively share information and ideas with others, and demonstrate good listening skills.Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns." That's a long paragraph with many duties. We can split by sentences (periods). Let's identify sentences: 1. 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. 2. Serves at an intermediate level of technical knowledge within the department for level I teammembers. 3. 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. 4. Serving the Membership over the telephone by answering and processing intermediate level Member consumer lending transaction requests, submitting loan applications, funding personal loans, credit cards, detailed ancillary knowledge, and provide consultative product and service information to Members. 5. 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. 6. Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. 7. Has an intermediate knowledge of consumer lending product and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. 8. Identify needs and make recommendations for Members requests. 9. Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. 10. Handles moderate escalations (i.e. loan denial questions; intricate product questions, etc.) and prevents Members from escalating by utilizing soft skills and intermediate de-escalation skills. 11. Assist with training of new and existing team members. May assist with call transfers from level I representatives. 12. Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments. 13. Maintain confidentiality of credit union and Member records. 14. Communicate well both verbally and in writing, effectively share information and ideas with others, and demonstrate good listening skills. 15. Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns. Also there is "Additional Job Functions Performs other duties as assigned" and "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." Those could be part of responsibilities as well. We should include them. Let's add: 16. Performs other duties as assigned. 17. 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. Now Qualifications: "High School Diploma or GED required 1-3 years of prior related experience required". Could be two items. Knowledge, Skills, And Abilities list: items: - Concentrates on caller - Listens without interrupting - Intermediate level knowledge of consumer lending products and services - Basic knowledge of Real Estate products and services - Asks questions to clarify and verify information - Recaps transaction to ensure understanding - Identifies essential information - Enters information quickly - Displays expected level of accuracy - Summarizes transaction clearly and concisely - Uses correct terminology - Excellent oral and written communication Also maybe "SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring" etc is boilerplate to remove. Pay: "$22.33 - $32.38". Schedule: "Scheduled Weekly Hours 40". Now we need to output HTML fragment only, no /. Use

              for each section heading. Use
              • for lists. Use

                for prose. For About the role we could use

                with the intro sentence(s). For Responsibilities we can use

                • for each duty. For Qualifications we can use
                  • . For Skills we can use
                    • . For Pay we could use

                      with the range. For Schedule we could use

                      with hours. We must not include sections with filler like "commensurate with experience". We have actual data. Now ensure we don't repeat job title as heading. We won't. Now produce HTML:

                      About the role

                      We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

                      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.
                      • Serves at an intermediate level of technical knowledge within the department for level I teammembers.
                      • Deliver World Class Personal

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