[Hiring] Consumer Loans Specialist @FourLeaf Federal Credit Union

Role Description

The Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include:

• Handling inbound inquiries related to Consumer Loans.
• Assisting with new applications in alignment with established lending policies.
• Upholding the organization’s commitment to delivering an extraordinary member experience.

This position is open to flexible work options including a remote setup.

Qualifications

• High School or GED required.
• 1 year of experience in financial services, call center, or other related customer service environment.
• Certifications: NMLS registered or ability to become NMLS registered upon hire.

Requirements

• Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform.
• Ensure a high-quality, personalized member experience through effective communication and timely follow-up.
• Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals.
• Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience.
• Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures.
• Responsible for achieving individual performance objectives and effectively managing the loan pipeline.
• Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution.
• Proactively identify opportunities for collaboration across departments to enhance member engagement.
• Comply with all aspects of Bank Secrecy ACT (BSA)/Anti-Money Laundering (AML), Office of Foreign Asset Control (OFAC) and Consumer Financial Protection Bureau (CFPB) regulatory requirements.

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage.
• Life and disability insurance.
• Voluntary benefit programs.
• 401(k) plan with employer match.
• Reimbursement and wellness programs.
• Annual performance-based bonus.
• Competitive 401(k).
• Tuition and fitness reimbursement programs.
• Flexible work options.
• Volunteer opportunities.
• Executive “Water Cooler Chats.”
• Clubs, sports, and social events.
• Food truck days.
• …and more!