Consumer Lending Support Specialist I

Schoolsfirst-Federal-Credit-Union; Tustin (CA); On-site; USD 43,626,000 - 63,247,000; Full time

Job summary

SchoolsFirst FCU is seeking a Consumer Loan Service Delivery Representative I to support members over the phone with consumer lending needs, including loan applications, document gathering, and funding of personal loans and credit cards.

The role emphasizes accurate data entry, timely loan decisions, and referral to appropriate departments. A high school diploma or GED is required with minimal prior experience, and confidentiality and compliance are essential.

Qualifications

• High School Diploma or GED required.
• Less than 1 year of prior related experience preferred.
• Basic consumer lending product knowledge and service understanding.

Responsibilities

• Serve members by providing world-class personal service primarily via phone for consumer lending needs.
• Process loan applications, gather documents, and communicate decisions to members.
• Provide information on loan products (DMV/insurance) and refer to appropriate areas as needed.
• Enter data accurately and prepare loans for funding with correct terms and signatures.
• Maintain confidentiality of member records and comply with regulatory requirements.

Skills

Call center

Active listening

Ask clarifying questions

Data entry

Education

High School Diploma or GED

Job description

SchoolsFirst FCU is seeking a Consumer Loan Service Delivery Representative I to support members over the phone with consumer lending needs, including loan applications, document gathering, and funding of personal loans and credit cards.

The role emphasizes accurate data entry, timely loan decisions, and referral to appropriate departments. A high school diploma or GED is required with minimal prior experience, and confidentiality and compliance are essential.