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Consumer Lending Specialist

1 month ago

San Diego, United States San Diego County Credit Union Full time
Position Summary:

The position of Consumer Lending Specialist is established to provide prompt, professional and accurate information to members and potential members through phone and e-mail channels. Process and identify potential problems on loan applications and calculate the risk to the credit union. Maintain quality service standards set by the organization.

Essential Duties and Responsibilities
  • Initiate contact with borrowers to review details of all approved or counter-offered consumer loan applications and review for cross-sell opportunities
  • Collect data, verify documents and ensure the completion of applications
  • Timely generation and submission of loan packages to borrowers via email or through specified lending portal. Answer and address any questions or concerns via phone or email.
  • Receive, review and verify validity of all incoming, supporting loan documentation delivered through managed electronic lending portals, queues, or other avenues of receipt.
  • Manage pipeline for any loans approved and not yet funded.
  • Coordinate consumer loan funding to ensure that all required documents are received and funded within set department time schedule
  • Maintain expert level knowledge of all Credit Union products and services and the ability to explain to borrowers.
  • Mentor other team members to develop and/or maintain expert level processing, sales and communication skills and knowledge.
  • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
  • Perform other duties as assigned.
Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Minimum Qualifications (Education, Experience, Skills)
  • High School diploma or equivalent.
  • Strong human relations and communication skills, with the ability to communicate clearly and effectively with all groups of people.
  • One to three years of experience in a contact center and/or financial services within a customer service environment, either electronic or telephone.
  • Demonstrated sales ability and thorough knowledge of and a willingness to actively promote credit union products and services.
  • Proficient PC and Microsoft Office skills.