Consumer Loans Specialist - Lending Call Group
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Location:
NY
Company:
FourLeaf Federal Credit Union
Summary:
The Consumer Loan Specialist handles inbound inquiries regarding consumer loans and assists members with new applications. They are responsible for performing consultative assessments to identify member needs and ensuring all loan data is accurately entered into the system.
Requirements:
Hard Skills: Consumer lending, Call center operations, Financial services, Customer service, Loan origination, Data integrity, Regulatory compliance, Consultative assessment, Communication, Time management, NMLS registration
Experience: 0-2 years
Job Description:
It Starts With Our Employees
FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.
What You’ll Do
The Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include handling inbound inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. This role upholds the organization’s commitment to delivering an extraordinary member experience.
This position is open to flexible work options including a remote set up.
Core Contributions
- 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.
Certifications: NMLS registered or ability to become NMLS registered upon hire.
Assets You Will Bring
- 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.
The estimated salary for this role is $23.96 to $28.15 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
- 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
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
