Consumer and Mortgage Lending Specialist

3 days ago


Tampa FL USA, United States Suncoast Credit Union Full time
Job Title: Consumer and Mortgage Lending Specialist

Suncoast Credit Union is seeking a highly skilled and motivated Consumer and Mortgage Lending Specialist to join our team. As a key member of our financial services team, you will be responsible for providing exceptional member service, financial solutions, and counseling to Credit Union members and prospective members via the telephone.

Key Responsibilities:
  • Provide financial solutions and counseling to members and prospective members via the telephone in a timely, accurate, professional, and courteous manner.
  • Presents and explains to members and prospective members the lending products and services provided by the Credit Union and its affiliates.
  • Assists members in meeting their financial needs by initiating consumer and mortgage loan applications in compliance with the Credit Union's lending policies and procedures.
  • Answers member loan inquiries regarding new and existing consumer and mortgage loans.
  • Actively cross-sells Credit Union products and services.
Requirements:
  • High school diploma or equivalent.
  • 2 or more years' experience in a financial institution or contact center preferred.
  • Excellent time management skills with regard to loan volume and call volume.
  • Must have or be working toward Senior Loan Advocate Lending Authority.
  • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines.
Benefits:
  • Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts.
  • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage.
  • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO.
  • Community Involvement: Paid Volunteer Hours.
  • Growth: Degree Assistance up to $5,000 per year.


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