Consumer Loan Specialist

Socket.dev; Cleveland (OH); On-site; USD 28,000 - 32,000; Full time

Job summary

Firefighters Community Credit Union in Cleveland is seeking a Customer-Facing Consumer Loan Specialist to join our Member Contact Center. This full-time role handles loan requests via chat, phone, and email from our local office at 2300 St. Clair Ave.

You will assess members' financial needs, propose loan solutions, and identify cross-sell opportunities while maintaining accurate digital and paper records. A strong commitment to excellent service and a high school diploma are preferred.

Qualifications

• Three to five years of similar or related experience.
• Education: A high school education or GED.
• Excellent customer service abilities
• Sales and cross-selling experience

Responsibilities

• Provide an exceptional customer experience via chat, phone, and email by handling member loan requests
• Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs
• Identify opportunities to cross-sell credit union products and services that benefit member needs
• Maintain quality digital and paper records during and after the loan process

Skills

Customer service

Sales and cross-selling

Call center experience

Loan knowledge

Education

High school diploma or GED

Job description

Join our growing team!

We are hiring a full-time ConsumerLoan Specialist to join our Member Contact Center team! This position will be based at our St. Clair Avenue, Cleveland.

Pay: $20.00-$23.00 Per Hour
Schedule: Full Time
Location: 2300 St. Clair Ave, Cleveland, Ohio 44114

Who We Are:

At Firefighters Community Credit Union, we believe people are far more than just their credit score. We pride ourselves on offering a warm, family environment while providing tools to make managing finances hassle-free. Our members truly make a difference: their deposits fund other member loans, and those loans help to keep both our rates and fees low. Every dollar of profit FFCCU makes is reinvested into the credit union and the community. FFCCU's foundation is local people making an impact on the lives of individuals and our community. We are people helping people.

Who You Are:

Our ideal candidate thrives on providing exceptional customer service for loan needs via online chat, phone, and email from a call center/office environment. We are looking for individuals with a desire to respond to member requests for loans; uncover opportunities and recommend appropriate loan solutions to help grow the member's relationship with the credit union. Good credit is important to us, as we are a financial institution.

Responsibilities:

• Provide an exceptional customer experience via chat, phone, and email by handling member loan requests
• Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs
• Identify opportunities to cross-sell credit union products and services that benefit member needs
• Maintain quality digital and paper records during and after the loan process

Qualifications:

• Three to five years of similar or related experience.
• Education: A high school education or GED.
• Excellent customer service abilities
• Sales and cross-selling experience

Other

• Working knowledge of regulations relating to the Credit Union.
• Physical requirements include moving frequently and regularly using wrists, hands, and or fingers; speaking clearly, hearing and understanding; visual acuity necessary to prepare or inspect documents; should be able to exert up to 10 lbs. of force occasionally.