Phone-Based Consumer Lending Specialist

SchoolsFirst Federal Credit Union; Tustin (CA); On-site; USD 32,000 - 46,000; Part time

Job summary

SchoolsFirst Federal Credit Union is seeking a Consumer Loan Service Delivery Representative I to assist members with personal lending needs over the phone. You will collect documents, submit loan applications, and help secure funding while upholding service quality.

Your role involves providing accurate loan information, processing transactions, and coordinating referrals for related products, with a strong emphasis on confidentiality and compliance.

Qualifications

• High School Diploma or GED required.
• Less than 1 year of related experience.

Responsibilities

• Provide world class personal service to members via phone for consumer lending needs.
• Process member lending transactions, submit loan applications, fund loans and credit cards.
• Gather documents and communicate loan decisions and requirements to members.
• Present lending information and product recommendations accurately.
• Coordinate with DMV and insurance products to refer members appropriately.
• Maintain confidentiality of member records and comply with regulatory requirements.

Skills

Active listening

Caller focus

Lending basics

Communication skills

Data entry

Accuracy

Transaction recap

Questioning

Customer service

Education

High School Diploma or GED

Job description

SchoolsFirst Federal Credit Union is seeking a Consumer Loan Service Delivery Representative I to assist members with personal lending needs over the phone. You will collect documents, submit loan applications, and help secure funding while upholding service quality.

Your role involves providing accurate loan information, processing transactions, and coordinating referrals for related products, with a strong emphasis on confidentiality and compliance.