Lending Advisor I — Real Estate & Consumer Loans

San Diego County Credit Union Inc; Chula Vista (CA); On-site; USD 35,000 - 42,000; Full time

Job summary

San Diego County Credit Union Inc in Chula Vista, CA, seeks a Lending Call Center Specialist I to process routine loan requests in a call center, cross-sell products, and maintain service excellence. This full-time role emphasizes teamwork and rapid problem-solving in a fast-paced environment.

The ideal candidate has a high school diploma, customer service experience in a financial setting, and strong communication skills.

Qualifications

• Minimum one year of customer service in a financial institution.
• Real estate or consumer lending knowledge is preferred.
• Strong written and verbal communication skills.

Responsibilities

• Answer incoming calls promptly in a polite, professional manner.
• Process loan requests and applications in a call center setting.
• Cross-sell Credit Union products and services to members.
• Maintain compliance with AML/BSA policies and CTR rules.
• Provide support via live chat and help desk for teammates.

Skills

Customer service

Teamwork

Communication skills

Sales ability

Organization skills

Problem solving

Education

High School diploma or equivalent

Real Estate Certification Training Program

Job description

San Diego County Credit Union Inc in Chula Vista, CA, seeks a Lending Call Center Specialist I to process routine loan requests in a call center, cross-sell products, and maintain service excellence. This full-time role emphasizes teamwork and rapid problem-solving in a fast-paced environment.

The ideal candidate has a high school diploma, customer service experience in a financial setting, and strong communication skills.