Starting Pay: $20.00 hourly

Start Date: June 24, 2024

Position Type: Full Time

Training Schedule: MON - FRI 8:00 AM - 5:00 PM 

Regular Schedule Options: 

(1) MON - FRI 11:00 AM - 8:00 PM 

(2) MON / TUES / WED / FRI: 8:00 AM – 6:00 PM

SAT: 8:00 AM – 12:00 PM

THURS / SUN:OFF

(3) MON 8:00 AM - 5:00 PM and WED / THURS / FRI: 8:00 AM - 6:00 PM 

SAT: 8:00 AM - 1:00 PM 

TUES / SUN: OFF

(4) MON - FRI 9:30 AM - 6:30 PM 

*Hybrid option available after 3-6 months of satisfactory performance*

This position provides the opportunity to grow into a career in lending. The Call Center Lending Relationship Specialist assists credit union members with their long-term financial goals and planning for their future by providing financial solutions and counseling. This individual engages current and prospective members through telephone support interactions. This role plays a key part in improving the financial lives of Suncoast Credit Union members.

• Identify ways to improve members’ financial life
• Present and explain lending products and services provided by the credit union and its affiliates
• Initiate and underwrite consumer loans according to credit union lending policies and procedures
• Answer calls in a courteous, professional, and timely manner
• Provide a prompt, accurate, and excellent member experience
• Interview members to gather information necessary to complete loan applications
• Input and process loan requests
• Meet minimum monthly goals determined by management
• Assess loan applications
• Process system approvals and suggest decision recommendations
• Serve the community and actively participate in area events representing the credit union

• High school diploma or equivalent
• 1 years of call center or customer service experience
• Bilingual in Spanish and English 
• Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
• Must be able to maintain a high level of confidentiality

Skills 

• Customer Service
• Sales

Benefits

• Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000 Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year
• Flexibility: Remote, Hybrid, and Onsite Schedules
• Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.For more information, please visit our careers site at https://careers.suncoastcreditunion.com/