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Contact Center Lending Representative

2 months ago

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The role of the Contact Center Lending Representative is responsible for servicing the lending needs of the members for all products and services through inbound and outbound calls as well as external referral sources. The rep will look for sales opportunities when reviewing credit applications. A complete understanding of all accounts and services, as well as strong member service skills, is essential. Acting as a one-stop information source, the rep's primary focus is to take loan applications, process loan applications, interview members for all consumer and loan requests, assist the member in resolving loan-related problems and coordinate loan closings. The ideal candidate is a go-getter who thrives in a fast-paced environment and has a passion for serving others. Proficiency in Microsoft Office Products, especially Excel, is a must They should be comfortable working independently and as a contributing member of a team. Meeting deadlines and attention to detail are critical pieces of this position. Our Contact Center Lending Representative must embody Pelican's Core Values and provide excellent service in all that they do.

A Day in the Life of a Contact Center Lending Representative INCLUDES:

  • Taking applications and processing loans from a variety of sources, such as member calls, non-member calls, leads from contact center, branch referrals, and online sources.
  • Interviewing loan applicants and providing information on loan products and alternative products that best meet the member's needs.
  • Requesting and reviewing all required information and documentation to secure a loan.
  • Selling and cross selling products and services by identifying member needs and matching services and products to increase loan volume.
  • Preparing and submitting loan papers for closing preparation of consumer loans.
  • Actively working individual loan queue to ensure follow-up with members is completed in a timely manner.
Contact Center Lending Representative Skills and qualifications include:
  • A high school education or GED.
  • 2 years of experience including lending, teller, or call center experience with a financial institution.
    • Must have a strong background in sales.
  • Excellent oral, written, and telephone communication skills.
  • Strong problem-solving, attention to detail, and member service skills.
  • Proficiency in Microsoft Office products, especially Excel.
Other things you may want to know about this position:
  • Work Schedule
    • Monday - Friday
      • 8:00 am - 5:00 pm
  • Travel
    • Travel is rarely necessary for this position.
  • Work Site Location
    • All work will be performed at our beautiful Corporate Campus located at 2675 O'Neal Lane in Baton Rouge, LA.
  • Telecommuting
    • Telecommuting is offered for this position.
      • Requirements include:
        • A dedicated workspace.
        • Secure and strong internet connection.
        • Not being a caretaker for any dependents (adult or child) for the entirety of the scheduled shift.
        • An environment free from loud noises or outside distractions.
      • The first 90 days will be on-site for training at our Corporate Campus located at 2675 O'Neal Lane in Baton Rouge.


Why should you join the pelican team?

Since 1956, Pelican State Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 68,000 members nationwide. Because of our continued growth, Pelican State Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture.

Our culture is grounded in faith, and we strive to live the golden rule of 'love thy neighbor'. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities.

Our full-time employees enjoy amazing benefits including:
  • Medical, Dental, and Vision Insurances with generous employer premium contributions
  • Health Savings Account with employer contributions for eligible employees
  • Employer-Paid Group Life Insurance
  • Voluntary Dependent Life Insurance
  • Retiree insurance for eligible employees
  • Paid Vacation & Sick Leave
  • 15 Paid Holidays, including a Cultural Floating Holiday
  • 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5%
  • Paid Time Off to volunteer with approved non-profits and charities
  • Tuition Reimbursement Program
Pelican State Credit Union is an Equal Opportunity Employer and a drug-free workplace. All locations are tobacco-free facilities.

Other details
  • Pay Type Hourly
  • Min Hiring Rate $18.41
  • Max Hiring Rate $23.01
  • Travel Required No
  • Required Education High School


Apply Now