Phone-Based Consumer Lending Specialist

Schoolsfirst-Federal-Credit-Union; Riverside (CA); On-site; USD 58,168,000 - 84,428,000; Full time

Job summary

SchoolsFirst Federal Credit Union is seeking a Consumer Loan Service Delivery Representative to support Members’ lending needs primarily via phone. You will process applications, gather documents, and provide informed recommendations with a focus on accuracy and service quality.

This role emphasizes confidentiality, regulatory compliance, and a commitment to delivering personal service in every interaction with Members.

Qualifications

• High School Diploma or GED required.
• Less than 1 year of prior related experience required.
• Demonstrates strong communication and customer service skills.
• Ability to gather and verify loan-related information accurately.

Responsibilities

• Serve the Membership by providing World Class Personal Service, primarily via phone, handling consumer lending transactions.
• Submit consumer loan applications for decisions and gather required documents.
• Communicate loan decisions and required steps to Members clearly.
• Prepare loans for funding, ensuring documents and terms are correct.
• Maintain confidentiality and comply with regulations in handling member information.

Skills

Caller focus

Communication

Active listening

Questioning & verification

Data entry

Attention to accuracy

Conciseness in summaries

Education

High School Diploma or GED

Job description

SchoolsFirst Federal Credit Union is seeking a Consumer Loan Service Delivery Representative to support Members’ lending needs primarily via phone. You will process applications, gather documents, and provide informed recommendations with a focus on accuracy and service quality.

This role emphasizes confidentiality, regulatory compliance, and a commitment to delivering personal service in every interaction with Members.