Consumer Loan Service Delivery Representative I

1 month ago

Tustin, United States Schools Financial Full time

We're always looking for diverse, talented, service-oriented people to join our exceptional team.

Consumer Loan Service Delivery Representative I

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$18.79 - $26.31

Scheduled Weekly Hours:

25

What You'll Be Doing

Serve the Membership by providing World Class Personal Service, supporting Members Consumer Lending needs primarily via the phone by completing various consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents and providing Members with consumer lending information and recommendations.

* Deliver World Class Personal Member Service in a caring, enthusiastic, professional and efficient manner, while contributing to Consumer Lending goals on accuracy and service quality.
* Serving the Membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members.
* Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times.
* Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed.
* Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals.
* Has a working knowledge of consumer lending product and services including DMV and insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests.
* Advocate for Members and be willing to escalate calls as appropriate and solicit help as needed from other departments.
* Maintain confidentiality of credit union and Member records.
* May communicate with Members using electronic correspondence.
* Provide consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns.

Additional Job Functions

* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications

* High School Diploma or GED required

less than 1 year previous experience in sales, customer service, or banking required

Knowledge, Skills, and Abilities

* Concentrates on caller
* Basic consumer lending product and service knowledge
* Listens without interrupting
* Asks questions to clarify and verify information
* Recaps transaction to ensure understanding
* Identifies essential information
* Enters information efficiently
* Displays expected level of accuracy
* Summarizes transaction clearly and concisely
* Excellent oral and written communication skills

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

  • Consumer Loan Servicing Representative II

    3 weeks ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Servicing Representative II The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role...

  • Manager, Consumer Loan Operations

    2 weeks ago

    Tustin, United States SchoolsFirst FCU Full time

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Manager, Consumer Loan Operations Pay Range: $113,583.00 - $170,375.00 Scheduled Weekly Hours: 40 **What You’ll Be Doing** Plans, organizes, and directs the Consumer Loan Operations department to ensure maximum accuracy, efficiency and compliance...

  • Bilingual Customer Service Representative

    3 weeks ago

    Tustin, United States Lendmark Financial Services Full time

    At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have...

  • Service Delivery Representative I

    1 week ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Service Delivery Representative I The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over...

  • Recovery Representative I

    2 weeks ago

    Tustin, United States SchoolsFirst FCU Full time

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Recovery Representative I Pay Range: $22.68 - $32.88 Scheduled Weekly Hours: 40 What You’ll Be Doing - Responsible for collecting on charged-off loans made by the Credit Union. Provide direct assistance to our Members by working with them to identify the...

  • Facilities Services Representative I

    4 weeks ago

    Tustin, United States Schools Financial Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Facilities Services Representative I The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over...

  • Real Estate Loan Originations Support Representative I

    7 days ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    What You’ll Be Doing Delivers a high level of quality support in the area of Real Estate loan origination to Real Estate Department teammembers by providing service solutions and assistance with the loan origination process, underwriting clarification, escalation and advanced file review resulting in World Class Personal Service to our Members. Provides...

  • Business Development Representative I

    3 weeks ago

    Tustin, United States Lendistry Full time

    EXECUTIVE SUMMARY OF RESPONSIBILITIES The Business Development Representative I SBA (BDRI) will be responsible for reviewing and submitting loan requests from small business owners. The BDR will follow-up with customers by email and phone to ensure completion of loan packages and review product pricing and guidelines to ensure proper lending solutions. A key...

  • Real Estate Loan Originations Support

    6 days ago

    Tustin, United States SchoolsFirst FCU Full time

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Real Estate Loan Originations Support Representative I Pay Range: $22.68 - $32.88 Scheduled Weekly Hours: 40 **What You’ll Be Doing** Delivers a high level of quality support in the area of Real Estate loan origination to Real Estate Department...

  • Recovery Representative I, Repossession

    1 month ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Recovery Representative I, Repossession The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role...

  • Recovery Representative I, Repossession

    4 weeks ago

    Tustin, United States SchoolsFirst Federal Credit Union Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Recovery Representative I, Repossession The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role...

  • Real Estate Support Representative

    4 weeks ago

    Tustin, United States SchoolsFirst FCU Full time

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Real Estate Support Representative Pay Range: $22.68 - $32.88 Scheduled Weekly Hours: 40 **What You’ll Be Doing** Assists operations team in the fulfillment of Member home loan requests while maintaining State and Federal regulatory requirements,...

  • Service Desk Representative I

    2 weeks ago

    Tustin, United States SchoolsFirst FCU Full time

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Service Desk Representative I Pay Range: $22.68 - $32.88 Scheduled Weekly Hours: 40 What You’ll Be Doing Responsible for providing teammember support and software, hardware, and network assistance. Responds to and diagnoses problems through discussions...

  • Facilities Services Representative I

    3 weeks ago

    Tustin, United States Schools Financial Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team.Facilities Services Representative IThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over...

  • Real Estate Support Representative

    2 weeks ago

    Tustin, California, United States SchoolsFirst Federal Credit Union Full time

    Loan Operations Specialist at ABC Lending CompanyAre you ready to be a key player in the dynamic world of mortgage lending? Here's your chance to join our team as a Loan Operations Specialist at ABC Lending Company!What You'll Be DoingJoin our operations team and help fulfill Member home loan requests while ensuring compliance with State and Federal...

  • Real Estate Support Representative

    2 weeks ago

    Tustin, California, United States SchoolsFirst FCU Full time

    We're always looking for diverse, talented, service-oriented people to join our exceptional team.Real Estate Support RepresentativePay Range:$ $32.88Scheduled Weekly Hours:40What You'll Be DoingAssists operations team in the fulfillment of Member home loan requests while maintaining State and Federal regulatory requirements, investor requirements and...

  • Mortgage Loan Officer

    2 weeks ago

    Tustin, United States Active Link, Inc. Full time

    Active Link, Inc. (ActiveLinkMortgage.com) is the result of decades of experience in the mortgage industry combined with a desire to radically change the mortgage experience for not only borrowers but mortgage professionals as well. Active Link, Inc. combines best-in-class service, price, and technology to deliver mortgage results unlike any other. The...

  • Auto Parts Delivery Driver

    2 weeks ago

    Tustin, United States Diligent Delivery Systems Full time

    **Auto Parts Delivery Drivers needed!** Join our dynamic team as an Auto Parts Delivery Driver! If you are a responsible and customer-oriented individual with excellent driving skills, we have an exciting opportunity for you. Here at Diligent Delivery Systems, we provide top-quality service to a wide range of loyal customers, and we need a reliable and...

  • Mortgage Loan Officer

    4 weeks ago

    Tustin, United States Active Link, Inc. Full time

    Active Link, Inc. (ActiveLinkMortgage.com) is the result of decades of experience in the mortgage industry combined with a desire to radically change the mortgage experience for not only borrowers but mortgage professionals as well. Active Link, Inc. combines best-in-class service, price, and technology to deliver mortgage results unlike any other.The Active...

  • Mortgage Loan Officer

    4 weeks ago

    Tustin, United States Active Link, Inc. Full time

    Active Link, Inc. (ActiveLinkMortgage.com) is the result of decades of experience in the mortgage industry combined with a desire to radically change the mortgage experience for not only borrowers but mortgage professionals as well. Active Link, Inc. combines best-in-class service, price, and technology to deliver mortgage results unlike any other.The Active...