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
- FourLeaf Federal Credit Union is a financial institution that offers savings, insurance, and loan products to support your finances. It was founded in 1941, and is headquartered in Bethpage, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.fourleaffcu.com.