Call Center Lending Relationship Specialist

Call Center Lending Relationship Specialist

Join to apply for the Call Center Lending Relationship Specialist role at Suncoast Credit Union
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Training

Schedule:

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

Regular Schedule Options:

• Monday, Tuesday, Wednesday: 9:30 AM - 7:30 PM, Friday: 9:30 AM - 6:30 PM, Saturday: 8:00 AM - 1:00 PM, Thursday:
  Off
• Monday, Tuesday, Wednesday: 9:00 AM - 7:00 PM, Friday: 9:00 AM - 6:00 PM, Saturday: 8:00 AM - 1:00 PM, Thursday:
  Off
• Monday, Wednesday, Thursday: 10:00 AM - 8:00 PM, Friday: 10:00 AM - 7:00 PM, Saturday: 8:00 AM - 1:00 PM, Tuesday:
  Off
• 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 and 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 preferred
• 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

• Customer Service
• Sales

• Financial Well‑Being:
  Bonus Program up to 12%, 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

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.

For more information, including additional benefits, please visit our benefits website at https://ca

For more information, please visit our careers site at https://ca