Member Contact Lending Specialist

Responsibilities

• Deliver exceptional, “WOW” service - every day, every time
• Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
• Be key in telling the member’s story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
• Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
• Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
• Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
• Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships

Requirements

• We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m.
• The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

Qualifications

• Average of two years’ relevant experience, including prior lending and financial services experience
• Exceptional verbal and written communication skills; strong time management and organizational skills
• Familiarity with Microsoft office suite and web-based software packages
• The ability to work hard, find solutions, and have fun
• Passion for providing outstanding service to our members – internal and external

Skills

• Strong customer service skills
• Ability to work independently and as part of a team
• Excellent problem-solving and decision-making abilities
• Effective communication and interpersonal skills

Benefits

• Comprehensive benefits package
• Avg. 8% employer contribution to pension plan
• Competitive compensation
• Generous paid time off
• Day time hours
• A commitment to work/life balance and community service