Member Loan & Financial Solutions Specialist

Cal Coast Credit Union; San Diego (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

Cal Coast Credit Union is seeking a Member Loan Specialist I to deliver excellent member service in a call center setting while actively cross-selling loans and financial products. Responsibilities include gathering member information, processing applications, and ensuring regulatory compliance with strong sales targets.

The role requires a high school diploma, 2 years of relevant financial experience for MLS I (3 years for MLS II), and comfort with a fast-paced environment.

Qualifications

• A high school diploma or equivalent is required.
• Member Loan Specialist I: 2 years’ experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
• Member Loan Specialist II: 3 years’ experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
• Previous experience in a call-center preferred.
• Excellent communication skills; sound judgment, and attention to detail.
• Ability to work in a fast-paced call center environment.
• Previous experience with Microsoft Windows applications is preferred.
• Must be available to work flexible call center hours.

Responsibilities

• Ensure sales and service goals are met.
• Present a friendly, outgoing and positive demeanor.
• Process new accounts and/or loans accurately and completely.
• Complies with all other policies and procedures.

Job description

Cal Coast Credit Union is seeking a Member Loan Specialist I to deliver excellent member service in a call center setting while actively cross-selling loans and financial products. Responsibilities include gathering member information, processing applications, and ensuring regulatory compliance with strong sales targets.

The role requires a high school diploma, 2 years of relevant financial experience for MLS I (3 years for MLS II), and comfort with a fast-paced environment.