Senior Lending Specialist

First-Florida-Credit-Union; Jacksonville (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

First Florida Credit Union in Jacksonville, FL seeks a member services/loan specialist to assist members and potential members by phone, explaining services and resolving issues. You will process consumer loan requests, disburse funds, and identify cross-sell opportunities while ensuring timely and accurate documentation.

The role emphasizes compliance with Bank Secrecy Act and Customer Identification Program, requires 3–5 years of related experience and a high school diploma, and offers a

Qualifications

• High school education or GED required.
• 3–5 years of related experience.
• Strong phone and listening skills.
• Proficiency with Microsoft Office and basic computer skills.
• Ability to perform 10-key calculator operations.

Responsibilities

• Assist members and potential members with phone requests, explain products and resolve issues within authority; refer problems as needed.
• Process member loan applications, explain loan programs, review documents for accuracy, and notify members of loan decisions.
• Identify cross-sell opportunities and offer products and services to members.
• Follow up after loan disbursement via mail or phone and ensure timely completion of tasks.
• Ensure compliance with Credit Union policies including BSA and CIP; perform related duties as assigned.

Job description

First Florida Credit Union in Jacksonville, FL seeks a member services/loan specialist to assist members and potential members by phone, explaining services and resolving issues. You will process consumer loan requests, disburse funds, and identify cross-sell opportunities while ensuring timely and accurate documentation.

The role emphasizes compliance with Bank Secrecy Act and Customer Identification Program, requires 3–5 years of related experience and a high school diploma, and offers a