Contact Center Lending Advisor
Core
On-phone representative handling incoming consumer and first mortgage applications and making outbound calls to promote credit union products.
Role type
Contact Center Lending Advisor
Builds
Consumer and first mortgage loan applications for disbursement
Domain
Credit Union / Consumer Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Consumer loan product knowledge, Mortgage lending knowledge, NMLS registration, High-volume contact center experience, Financial sales experience, Application entry accuracy, Regulatory compliance (BSA, OFAC), Cross-selling techniques
Preferred skills
College degree, Business lending courses, Credit report experience, Team mentorship
Technologies
NMLS, Enterprise contact center systems
Responsibilities
Enter consumer and first mortgage applications accurately, Make outbound calls to enhance member relationships, Answer incoming telephone inquiries, Prepare loan applications for disbursement, Discuss loan products and evaluate member financial needs, Comply with Risk Management and lending policies
Seniority
Individual Contributor, Entry to Mid-level