Suncoast Credit Union
Call Center Lending Relationship Specialist
Suncoast Credit Union, Fort Myers, Florida, United States, 33916
Call Center Lending Relationship Specialist
Join to apply for the
Call Center Lending Relationship Specialist
role at
Suncoast Credit Union .
Overview Training Schedule: MON - FRI 8:00 AM - 5:00 PM
Regular Schedule Options:
Monday, Tuesday, Wednesday: 9:30 AM - 7:30 PM, Friday: 9:30 AM - 6:30 PM, Saturday: 8:00 AM - 1:00 PM, Thursday: Off
Monday, Tuesday, Wednesday: 9:00 AM - 7:00 PM, Friday: 9:00 AM - 6:00 PM, Saturday: 8:00 AM - 1:00 PM, Thursday: Off
Monday, Wednesday, Thursday: 10:00 AM - 8:00 PM, Friday: 10:00 AM - 7:00 PM, Saturday: 8:00 AM - 1:00 PM, Tuesday: Off
Hybrid option available after 3‑6 months of satisfactory performance
This position provides the opportunity to grow into a career in lending. The Call Center Lending Relationship Specialist assists credit union members with their long‑term financial goals and planning for their future by providing financial solutions and counseling. This individual engages current and prospective members through telephone support interactions and plays a key part in improving the financial lives of Suncoast Credit Union members.
Responsibilities
Identify ways to improve members’ financial life
Present and explain lending products and services provided by the credit union and its affiliates
Initiate and underwrite consumer loans according to credit union lending policies and procedures
Answer calls in a courteous, professional, and timely manner
Provide a prompt, accurate, and excellent member experience
Interview members to gather information necessary to complete loan applications
Input and process loan requests
Meet minimum monthly goals determined by management
Assess loan applications
Process system approvals and suggest decision recommendations Serve the community and actively participate in area events representing the credit union
Qualifications
High school diploma or equivalent
1+ years of call center or customer service experience
Bilingual in Spanish preferred
Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
Accurate, detail‑oriented, and organized with task management
Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
Must be able to maintain a high level of confidentiality
Skills
Customer Service
Sales
Benefits
Financial Well‑Being: Bonus Program up to 12%, 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
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
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Call Center Lending Relationship Specialist
role at
Suncoast Credit Union .
Overview Training Schedule: MON - FRI 8:00 AM - 5:00 PM
Regular Schedule Options:
Monday, Tuesday, Wednesday: 9:30 AM - 7:30 PM, Friday: 9:30 AM - 6:30 PM, Saturday: 8:00 AM - 1:00 PM, Thursday: Off
Monday, Tuesday, Wednesday: 9:00 AM - 7:00 PM, Friday: 9:00 AM - 6:00 PM, Saturday: 8:00 AM - 1:00 PM, Thursday: Off
Monday, Wednesday, Thursday: 10:00 AM - 8:00 PM, Friday: 10:00 AM - 7:00 PM, Saturday: 8:00 AM - 1:00 PM, Tuesday: Off
Hybrid option available after 3‑6 months of satisfactory performance
This position provides the opportunity to grow into a career in lending. The Call Center Lending Relationship Specialist assists credit union members with their long‑term financial goals and planning for their future by providing financial solutions and counseling. This individual engages current and prospective members through telephone support interactions and plays a key part in improving the financial lives of Suncoast Credit Union members.
Responsibilities
Identify ways to improve members’ financial life
Present and explain lending products and services provided by the credit union and its affiliates
Initiate and underwrite consumer loans according to credit union lending policies and procedures
Answer calls in a courteous, professional, and timely manner
Provide a prompt, accurate, and excellent member experience
Interview members to gather information necessary to complete loan applications
Input and process loan requests
Meet minimum monthly goals determined by management
Assess loan applications
Process system approvals and suggest decision recommendations Serve the community and actively participate in area events representing the credit union
Qualifications
High school diploma or equivalent
1+ years of call center or customer service experience
Bilingual in Spanish preferred
Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
Accurate, detail‑oriented, and organized with task management
Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
Must be able to maintain a high level of confidentiality
Skills
Customer Service
Sales
Benefits
Financial Well‑Being: Bonus Program up to 12%, 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
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
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