Member Loan Solutions Specialist

Socket.dev; Cleveland (OH); On-site; USD 28,000 - 32,000; Full time

Job summary

Firefighters Community Credit Union in Cleveland is seeking a Customer-Facing Consumer Loan Specialist to join our Member Contact Center. This full-time role handles loan requests via chat, phone, and email from our local office at 2300 St. Clair Ave.

You will assess members' financial needs, propose loan solutions, and identify cross-sell opportunities while maintaining accurate digital and paper records. A strong commitment to excellent service and a high school diploma are preferred.

Qualifications

• Three to five years of similar or related experience.
• Education: A high school education or GED.
• Excellent customer service abilities
• Sales and cross-selling experience

Responsibilities

• Provide an exceptional customer experience via chat, phone, and email by handling member loan requests
• Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs
• Identify opportunities to cross-sell credit union products and services that benefit member needs
• Maintain quality digital and paper records during and after the loan process

Skills

Customer service

Sales and cross-selling

Call center experience

Loan knowledge

Education

High school diploma or GED

Job description

Firefighters Community Credit Union in Cleveland is seeking a Customer-Facing Consumer Loan Specialist to join our Member Contact Center. This full-time role handles loan requests via chat, phone, and email from our local office at 2300 St. Clair Ave.

You will assess members' financial needs, propose loan solutions, and identify cross-sell opportunities while maintaining accurate digital and paper records. A strong commitment to excellent service and a high school diploma are preferred.