Contact Center Lending Representative

Position Summary: The Contact Center Lending Representative provides a high level of member service through inbound calls while working with members loan applications.

Responsibilities

• The incumbent will also assess the members’ financial needs to recommend appropriate products and services.
• Ability to perform the job duties and provide support in all areas of the Contact Center as needed.
• Processes loan applications from start to finish utilizing Everwise lending matrix via all lending channels.
• Must be able to make sound lending decisions based upon Everwise underwriting requirements.
• Provide quality service while working with members over the phone/video to provide guidance and education and recommend appropriate products and services.
• Correspond with members through phone, email, online chat, and written communication while maintaining excellent service standards.
• Must demonstrate excellent product knowledge, full understanding of needs-based selling, practice, and use of discovery selling techniques.
• Meet or exceed established sales goals for lending and member service.
• Responsible for daily decisions made within parameters set by leader.
• Accountable for understanding and applying government laws and regulations and Everwise policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
• Assumes additional responsibilities as necessary for the continued growth and advancement of Everwise.

Requirements

• Excellent verbal and written communication skills within a high-volume member contact center.
• Ability to read and comprehend detailed instructions.
• (Microsoft tools – Word, Excel, Teams); ability to navigate through various software and systems.
• Ability to work in a team environment.
• Strong problem-solving skills Strong organizational and time management skills Effectively present information and interact using various communication tools.
• Ability to perform efficiently while working under deadlines and time constraints.
• Strong analytical, mathematical, and decision-making skills.
• High School diploma or GED 3+ years’ banking, lending and/or financial experience.
• Available to work on Saturdays.

Minimum Requirements

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.