Lending Specialist - Drive Member Loans & Service

OXFORD INFOSEC LIMITED

Pensacola (FL)

On-site

USD 42,000 - 56,000

Full time

14 days+
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Job summary

Members First Credit Union is seeking a Lending Specialist to deliver exceptional member service and actively promote lending products by phone and email. You will assist members with loan needs, leveraging a thorough understanding of lending policies and products, and maintain strong communication to identify and action opportunities.

The role requires a commitment to high-volume loan activity, strong phone and email etiquette, and a sales-oriented mindset to drive consumer loans, HELOCs, and

Qualifications

  • High school diploma and two years of customer service experience.
  • Strong knowledge of loan policies and Credit Union products.
  • Excellent listening, written, and verbal communication skills.

Responsibilities

  • Provide exceptional member service by identifying member needs and recommending lending products and services.
  • Originate, process, close, and disburse consumer loans, HELOCs, and mortgage loans while coordinating with members, dealers, branches, and other departments.
  • Meet lending and cross-selling goals, respond to loan-related inquiries, resolve issues, and stay current on products and procedures.

Skills

Customer service
Loan products
Sales oriented
Phone etiquette
Email etiquette
Communication
Windows/Office 365
Bondable

Education

High school diploma

Tools

Windows/Office 365

Job description

Members First Credit Union is seeking a Lending Specialist to deliver exceptional member service and actively promote lending products by phone and email. You will assist members with loan needs, leveraging a thorough understanding of lending policies and products, and maintain strong communication to identify and action opportunities.

The role requires a commitment to high-volume loan activity, strong phone and email etiquette, and a sales-oriented mindset to drive consumer loans, HELOCs, and

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