Financial Solutions Expert

6 days ago


Tampa, Florida, United States Suncoast Credit Union Full time
Job Description

Suncoast Credit Union is seeking a highly skilled Financial Solutions Expert to join our team. As a key member of our lending department, you will be responsible for providing financial solutions and counseling through outbound sales calls to members and prospective members.

You will present Suncoast Credit Union lending products and services, initiating and underwriting consumer loans in accordance with lending policies and procedures. Your primary goal will be to provide professional, prompt, courteous, and accurate service with high regard for the confidentiality of members.

This role requires strong communication and interpersonal skills to interact with members, staff, vendors, and government regulators. You must also have the ability to analyze and resolve complex situations to find effective solutions.

  • Main Responsibilities:
  • Sell Suncoast Credit Union products and services through outbound calls
  • Initiate conversations and interview members to gather information necessary to complete consumer loan applications
  • Determine and explain appropriate products to meet members' financial needs
  • Answer questions about the loan process
  • Provide a prompt, accurate, and excellent member experience
  • Meet minimum monthly goals determined by management
  • Implement daily and monthly adherence standards
  • Input and process loan requests
  • Decision loan requests within the lending authority
  • Make recommendations on loan requests outside of the lending authority
  • Assess loan applications for upselling or counter offers and process system approvals
  • Generate new memberships by qualifying prospective members based on various campaigns and lead opportunities


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