Bilingual Member Service & Lending Specialist

BCU; Guayama (PR); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Health benefits

Résumé du poste

BCU in Guayama, Puerto Rico is seeking a member service professional to process consumer loans from application to close, consult with members, and fulfill diverse financial needs. The role emphasizes bilingual English/Spanish communication, strong service orientation, and achievement of sales/service goals.

The ideal candidate will handle all member service transactions, maintain positive relationships, and comply with policies while traveling to other island areas as needed.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial Institution and or retail sales experience is preferred.
• Fully bilingual (English & Spanish)
• Excellent verbal and written communication skills.
• Ability to multi-task, and to work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimum direction.
• Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Excellent oral presentation skills.
• Availability to travel to other island areas if necessary.

Responsabilités

• Process consumer loans from application to close with proven sales results.
• Interview members to identify, consult and fulfill present and future financial and lending needs.
• Process consumer loan applications, consult to close loans with ancillary products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies and procedures.
• Responsible for the achievement of individual sales and service goals including consumer loan origination sales.
• Successfully complete all required registrations or certifications as needed.

Connaissances

Bilingual: English & Spanish

Verbal and written communication

Multi-tasking

Work well under pressure

Organizational skills

Teamwork

Independent work

Oral presentation skills

Travel availability

Formation

High School Diploma or equivalent

2+ years in financial institution OR retail sales

Outils

Windows PC skills

BCU computer systems

Description du poste

BCU in Guayama, Puerto Rico is seeking a member service professional to process consumer loans from application to close, consult with members, and fulfill diverse financial needs. The role emphasizes bilingual English/Spanish communication, strong service orientation, and achievement of sales/service goals.

The ideal candidate will handle all member service transactions, maintain positive relationships, and comply with policies while traveling to other island areas as needed.