Member Lending Advisor - Contact Center

Everwise Credit Union; United States; On-site; USD 42,000 - 52,000; Full time

Job summary

Everwise Credit Union is seeking a Contact Center Lending Representative to deliver high levels of member service via inbound calls while guiding loan applications. The role involves evaluating financial needs, recommending suitable products, and communicating through phone, email, and chat to ensure excellent service standards.

You will process loan applications end-to-end, make sound lending decisions within underwriting rules, and work toward achieving lending and service goals in a

Qualifications

• High School diploma or GED required.
• 3+ years’ banking, lending and/or financial experience.
• Available to work on Saturdays.

Responsibilities

• Process loan applications from start to finish.
• Provide high level member service via inbound calls.
• Assess members’ financial needs and recommend products.
• Make lending decisions within underwriting requirements.
• Communicate with members by phone, email, chat, and written messages.
• Meet or exceed lending and member service sales goals.

Skills

Verbal communication

Written communication

Microsoft Word

Microsoft Excel

Microsoft Teams

Teamwork

Problem solving

Time management

Reading comprehension

Decision making

Education

High School diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

Everwise Credit Union is seeking a Contact Center Lending Representative to deliver high levels of member service via inbound calls while guiding loan applications. The role involves evaluating financial needs, recommending suitable products, and communicating through phone, email, and chat to ensure excellent service standards.

You will process loan applications end-to-end, make sound lending decisions within underwriting rules, and work toward achieving lending and service goals in a