Lending Phone Agent - Hybrid

    • Job Tracking ID: 512439-821608
    • Job Location: Dunedin, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: June 22, 2022
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

First 30 days will require on-site presence at our corporate office in Dunedin. After 30 days, on-site presence will be required for meetings, on-site training, special events, etc. 

Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone. . Must be able to work Saturdays. Must participate in annual training as required for BSA and the Privacy Act. Must be able to work minimal before or after hours for meetings/training, as needed.

  • Provides prompt, friendly and accurate service while learning the member’s needs,
  • Proficient understanding of lending products features and benefits
  • Maintain understanding of current lending guidelines
  • Work within Lending LOS to originate and submit loan applications
  • Ability to answer general lending questions during application process
  • Ability to proficiently describe features and benefits of ancillary products.
  • Accountable for meeting productivity and quality goals.
  • Demonstrate understanding of what value our product has for the member, and know how to promote our product’s features and benefits for each member, thereby improving our member’s financial life.
  • Resolves product or service issues by clarifying the member’s concern, determining the cause, selecting and explaining the best solution to solve the issue, expediting correction and following up to ensure resolution.
  • Skilled in accurate Authentication with ability to recognize high risk callers, thereby mitigating fraud risk.
  • Ability to conduct product and system testing as required.
  • Excellent communication skills to support all interaction channels, including but not limited to Phone & E-mail.
  • Ability to work selective WFH days.
  • Demonstrate ability to work independently, meeting performance, efficiency and quality expectations.
  • Represents the credit union in a courteous and professional manner.
  • Professional and efficient communications with all departments promoting synergy.
  • Maintains member confidentiality in all aspects of providing services to membership.
  • Responsible for upholding all credit union ethical standards.
  • Responsible to know and uphold the Department’s Standards of Service
  • Responsible to fit member (internal and external) interactions within our Brand Frame
  • Perform other essential job functions as required or assigned.

Experience and Skills:

Education Required:

  • High school diploma or GED

Experience Preferred:

  • Financial institution experience
  • Call center experience
  • Sales experience

Required Skills:

  • Ability to identify and solve problems
  • Basic to intermediate computer skills
  • Microsoft Office Suite including Outlook
  • 10 Key calculator
  • Exceptional communication skills oral and written
  • Ability to multi-task
  • Organizational skills
  • Attention to detail
  • Good interpersonal skills
  • Professional demeanor
  • Ability to work independently
  • Self-utilization of resources
  • Self-motivated
  • Comfortable making decisions
  • Ability to work in a fast paced environment