Job Description
Note: The job is a remote job and is open to candidates in USA. FourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Consumer Loan Specialist plays a key role in supporting members on their financial journey by handling inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. Responsibilities 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 Skills 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 Benefits Medical, dental, and vision coverage Life and disability insurance Voluntary benefit programs A 401(k) plan with employer match Reimbursement and wellness programs An annual performance-based bonus 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 Company Overview FourLeaf Federal Credit Union is a financial institution that offers savings, insurance, and loan products to support your finances. It was founded in 1941, and is headquartered in Bethpage, New York, USA, with a workforce of 501-1000 employees. Its website is