Contact Center Lending Advisor - $2,500 Committment Bonus
Core
Handle incoming calls to discuss first mortgage and consumer loan products, evaluate member financial needs, and enter loan applications in compliance with regulations.
Role type
Contact Center Lending Advisor
Builds
Consumer and mortgage loan applications for disbursement
Domain
Financial Services / Credit Union
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Lending guidelines knowledge, Consumer loan product knowledge, Mortgage product knowledge, Application entry accuracy, Cross-selling techniques, Regulatory compliance (BSA, OFAC), High-volume contact center experience
Preferred skills
College degree, Business lending courses, Credit report experience, NMLS registration, Team mentorship
Technologies
NMLS, Enterprise loan systems
Responsibilities
Discuss loan products and services, Enter loan applications accurately, Prepare applications for disbursement, Answer incoming calls and perform account inquiries, Meet performance metrics and goals, Comply with Risk Management policies
Seniority
Individual Contributor, Entry to Mid-level