Member-Focused Consumer Loan Specialist

SchoolsFirst Federal Credit Union; Riverside (CA); On-site; USD 46,000 - 67,000; Full time

Job summary

SchoolsFirst FCU is seeking a Consumer Loan Service Delivery Representative II to deliver world class member service by phone and in writing. This role focuses on processing and funding consumer loan transactions with accuracy and courtesy.

You will guide members through loan applications, gather required documents, and explain product options while maintaining confidentiality and high service standards in a dynamic team environment.

Qualifications

• Excellent customer service and communication skills.
• Moderate knowledge of consumer lending products and services.
• Ability to input and verify data with accuracy.

Responsibilities

• Answer and process intermediate level consumer lending transactions over the phone.
• Present information and complete loan applications, processing and funding loans.
• Prepare loans for funding and ensure documents are correct and signed.
• Provide consultative product and service information to Members.

Skills

Customer service

Phone support

Lending knowledge

Data entry accuracy

Education

High School Diploma or GED

Job description

SchoolsFirst FCU is seeking a Consumer Loan Service Delivery Representative II to deliver world class member service by phone and in writing. This role focuses on processing and funding consumer loan transactions with accuracy and courtesy.

You will guide members through loan applications, gather required documents, and explain product options while maintaining confidentiality and high service standards in a dynamic team environment.