Call Center Lending Relationship Specialist

Overview

Starting Pay: $20.00 hourly

Start Date: May 28, 2024

Position Type: Full Time

Training Schedule: MON - FRI 8:00 AM - 5:00 PM

Regular Schedule Options:

(1) MON - FRI 11:00 AM - 8:00 PM

(2) MON / WED / THURS: 9:00 AM - 7:00 PM and FRI: 9:00 AM - 6:00 PM

SAT: 8:00 AM - 1:00 PM

TUES / SUN:OFF

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

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.

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

• Bilingual in Spanish preferred

• Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

• Accurate, detail-oriented, and organized with task management

• Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff

• Must be able to maintain a high level of confidentiality

Skills

• Customer Service

• Sales

Benefits

• Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

• Community Involvement: Paid Volunteer Hours

• Growth: Degree Assistance up to $5,000 per year

• Flexibility: Remote, Hybrid, and Onsite Schedules

• Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times 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.

For more information, please visit our careers site at https://careers.suncoastcreditunion.com/