[Remote] Consumer Loans Specialist - Lending Call Group

Note: The job is a remote job and is open to candidates in USA. FourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Consumer Loan Specialist plays a key role in supporting members on their financial journey by handling inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies.

Responsibilities

• Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform in accordance with established service level objectives
• Ensure a high-quality, personalized member experience through effective communication and timely follow-up
• Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals
• Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience
• Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance
• Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey
• Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution
• Proactively identify opportunities for collaboration across departments to enhance member engagement and support broader organizational initiatives
• Comply with all aspects of Bank Secrecy ACT (BSA)/Anti-Money Laundering (AML), Office of Foreign Asset Control (OFAC) and Consumer Financial Protection Bureau (CFPB) regulatory requirements as it relates to this position

Skills

• High School or GED required
• 1 year of experience in financial services, call center, or other related customer service environment
• Certifications: NMLS registered or ability to become NMLS registered upon hire

Benefits

• Medical, dental, and vision coverage
• Life and disability insurance
• Voluntary benefit programs
• A 401(k) plan with employer match
• Reimbursement and wellness programs
• An annual performance-based bonus
• Competitive 401(k)
• Tuition and fitness reimbursement programs
• Flexible work options
• Volunteer opportunities
• Executive “Water Cooler Chats”
• Clubs, sports, and social events
• Food truck days

Company Overview