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SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

Consumer Loan Service Delivery Representative

Retail & Commercial BankingUpdated on Nov 12
Part-timeTustin, CA, USA$20.30 - $29.43In-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • Less than one year of previous experience in sales, customer service, or banking is required.
  • Basic knowledge of consumer lending products and services.
  • Concentrate on callers, listen without interrupting, and ask questions to clarify and verify information.
  • Recap transactions to ensure understanding, identify essential information, enter information efficiently, maintain accuracy, and summarize transactions clearly and concisely.
  • Excellent oral and written communication skills.

Responsibilities

  • Serve members by providing personal service and supporting consumer lending needs primarily by phone, including completing consumer lending transactions, submitting consumer loan applications for decisions, gathering relevant loan documents, and providing lending information and recommendations.
  • Deliver professional and efficient member service while contributing to consumer lending accuracy and service-quality goals.
  • Answer and process member consumer lending transaction requests by telephone, submit loan applications, fund personal loans and credit cards, and provide product and service information.
  • Originate, process, and fund consumer loan products by presenting information, requesting and gathering documents from members, entering transaction data, and conveying approximate processing times.
  • Prepare loans for funding and ensure documents and funding terms are correct and applicable forms are properly signed.
  • Communicate loan approvals and denials to members and advise them of requirements for approvals.
  • Maintain working knowledge of consumer lending products and services, including DMV and insurance products, to refer members appropriately, identify needs, and make recommendations.
  • Advocate for members, escalate calls when appropriate, and seek help from other departments as needed.
  • Maintain confidentiality of credit union and member records.
  • Communicate with members using electronic correspondence when needed.
  • Provide consultative services by assessing members’ needs and addressing their concerns.
  • Perform other duties as assigned.
  • Comply with regulatory requirements and assigned training, including applicable Bank Secrecy Act requirements.

About the Company

SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

SchoolsFirst Federal Credit Union provides financial services to members, especially school employees and their families, including savings and checking, auto loans, mortgages, credit cards, investments, and insurance through branches and online tools. Members join and use member-owned accounts with online/mobile banking, deposits, payments, and planning help. It differs from many competitors by being member-owned, federally insured, and focusing on the education community, offering educator-focused loan programs and lower fees. Its goal is to help teachers and school staff manage money effectively with affordable products and education resources while building a loyal member base.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Santa Ana, CA
Founded
1934

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