Lending Call Group Representative

Lending Call Group Representative

The Lending Call Group Representative will have a passion for helping people achieve their financial goals. Primary duties include answering inbound phone inquiries regarding credit union loan products and assisting with new consumer, home equity, and mortgage applications in accordance with lending policy. S3 has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business, and they were all created with a unique cultural foundation.

S3 STAR Values:

• Service
• Teamwork
• Attitude
• Results

Location: Remote

Schedule: Monday - Friday 10:00am - 7:00pm EST

TOP JOB RESPONSIBILITIES:

• Handles inbound phone calls to assist with inquiries about lending solutions for borrowing needs utilizing best in class member service.
• Assists applicants with new loan applications tailored to meet their borrowing and financial needs.
• Collaborates and educates applicants on customized lending solutions.
• Reviews loan application decisions with applicants.
• Assists with applications in process by helping applicants complete the loan process and obtain the funds requested so they can accomplish their goals.

Other responsibilities and opportunities:

• Works in collaboration and partnership with team members from other departments to help applicants with lending solutions and to ensure optimal member service delivery.
• Additional job-related projects and duties as assigned by management.

QUALIFICATIONS & SKILLS:

• 1 year of experience in financial services, call center, or other related customer service environment
• NMLS registered or ability to become NMLS registered upon hire
• Outstanding customer service skills with a sincere desire to assist our members
• Sales experience is helpful
• Strong analytical skills and ability to problem solve
• Ability to perform basic math calculations
• Excellent communication skills, both written and oral
• Proficient in Microsoft Office (Outlook, Word, Excel)
• Time management and organization skills
• Ability to multitask and thrive in a fast paced, changing environment
• Strong attention to detail
• Must be a team player with a positive attitude

FLSA: Nonexempt

PERKS AND BENEFITS:

• Group medical, dental, and vision coverage insurance
• Generous Paid Time Off
• Up to 11 Paid Holidays Per Year
• 401(k) With Employer Match and Discretionary Contribution
• Employee Referral Program
• Wellness Programs
• Peer-to-Peer Recognition Program
• Salary is $20.15/hour

We are able to hire in the following States: Alabama, Arizona, Florida, Georgia, Idaho, Kentucky, Maryland, Massachusetts, Minnesota, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, West Virginia

About S3:

We are excited to share that S3 was named a Top Workplace of 2022 through the Baltimore Sun, 2023 Top Workplace in the USA as well as for leadership, and 2023 Americas most loved workplaces by Newsweek. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our team, well invest in your learning and development through training programs designed to power your success.

S3 is a Credit Union Service Organization (CUSO) which is an organization, owned by credit unions. We serve credit unions by supporting their operations and delivering world class service. We support the credit union members with their loans, deposits and other financial needs to achieve their goals.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.”

ADA Statement & Requirements

S3 is committed to the full inclusion of all qualified individuals. In keeping with our commitment, S3 will take steps to ensure that people with disabilities are provided reasonable accommodations.

Work Environment- This position operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filling cabinets and fax machines.

Cognitive Requirements-

Occasionally: Perform advanced or non-routine mathematical computations. Compile, copy and compare information. Motivate, lead, influence and collaborate with others both internally and externally.

Frequently: Organize and handle multiple tasks and prioritize.

Constantly: Perform basic mathematical computations. Works independently, little supervision needed. Effectively communicate verbally and in writing. Comprehend materials and follow instructions. Analyze and compute information. Problem solving and critical thinking. Exercise good judgement/reasoning and resourcefully solve routine problems. Handle confidential/sensitive information. Exhibit excellent customer service skills.

Physical Requirements-

Constantly: Sit- Remaining in a seated position for long periods of time. Use hand/fingers to handle and feel. Use hands/fingers for repetitive keyboard & hand motion. Speak coherently.

Emotional Effort- Few short deadlines. Work environment is routine with periods of isolated high stress.

Internal/External Interaction- Steady and ongoing with occasional periods of low volume.