[Hiring] Member Loan Specialist I, II @California Coast Credit

Role Description

This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products, and services.

• Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
• Sales Expectations: Meet/exceed established monthly/annual sales goals.
• Consumer loan annual funding goal: 120
• Real estate loan annual funding goal: 36
• New member annual goal: 120
• Consumer loan protection products: 33% loan penetration
• Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
• Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
• Member Support: Approximately 200,000 credit union members

This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.

Qualifications

• A high school diploma or equivalent is required.
• Member Loan Specialist I: 2 years’ experience in a financial institution or other related field, including consumer loan experience, and proven successful performance in sales and service.
• Member Loan Specialist II: 3 years’ experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, including real estate loan experience, and proven successful performance in sales and service.
• Previous experience in a call center preferred.
• Excellent communication skills; sound judgment, and attention to detail.
• Ability to work in a fast-paced call center environment.
• Previous experience with Microsoft Windows applications is preferred.
• Must be available to work flexible call center hours.

Requirements

• Cross-selling credit union products and services.
• Advises members with new account and loan inquiries.
• Cross-sells and originates Consumer Loans applications.
• Follow policies and procedures.
• Knowledge of Credit Union products and services.
• Strong organizational and time management skills.
• Strong self-motivation and goal-oriented mindset.
• Provides exceptional member service.
• Serves as a backup to Member Service Representatives.
• Must maintain as California Endorsee Number.
• Performs other relevant and related duties as required.
• Assist members with Real Estate loans.
• Originates Real Estate loans applications.
• Must maintain registration as Mortgage Loan Originator (MLO).

Benefits

• Ensure sales and service goals are met.
• Present a friendly, outgoing, and positive demeanor.
• Process new accounts and/or loans accurately and completely.
• Complies with all other policies and procedures.

Physical Requirements

• Excellent ability to communicate, both verbally and in writing.
• Ability to tolerate periods of continuous sitting and/or standing.

Environmental Conditions

• Work is primarily performed within a cubicle office setting.
• Subject to standard background noise found in a call center environment.
• May work remotely.

Compensation

• Member Loan Specialist I: $22.6756 - $28.3445
• Member Loan Specialist II: $25.2199 - $31.5249