Outbound Consumer Loan Representative

4 weeks ago


Tampa, Florida, United States Suncoast Credit Union Full time
Job Summary:

As a Consumer Loan Sales Advisor at Suncoast Credit Union, you will be responsible for providing financial solutions and counseling through outbound sales calls to members and prospective members. This role involves presenting Suncoast Credit Union lending products and services, initiating and underwriting consumer loans in accordance with lending policies and procedures, and providing professional, prompt, courteous, and accurate service with high regard for the confidentiality of members.

Key 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
  • Support the business unit through creative communication, strategic follow-up, and pipeline management

Requirements:
  • High school diploma or equivalent
  • 2+ years of lending experience with a financial institution in a call center environment
  • Outbound sales experience preferred
  • Ability to prioritize tasks by effectively managing competing and changing priorities to meet required deadlines
  • Accurate, detail-oriented, and organized with task management
  • Ability to independently analyze and resolve complex situations to find effective solutions
  • Excellent written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators
  • Ability to communicate practices, procedures, and policies to reach an agreement with others

Benefits:
  • Bonus Program up to 9%
  • 401K Matching up to 8%
  • Retirement Planning
  • Pay Increases based on Competency
  • Employee Loan Discounts
  • Flex Spending Accounts
  • Medical Coverage
  • Dental and Vision Coverage
  • Access to 4,000+ Gyms
  • Mental Health Resources
  • PTO Wellness Days
  • Short Term and Long Term Disability Coverage
  • 11 Paid Holidays
  • 3 weeks of Paid Time Off
  • 4 weeks of Paid Parental Leave
  • Birthday PTO
  • Paid Volunteer Hours
  • Degree Assistance up to $5,000 per year


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