Credit Union:
Seattle Credit Union

Region: WA

Type: Staff

Contact: Phillip Carrillo
Email: [email protected]
Phone: (206) 398-5665

Closing: 8/31/2019

Job Description:

Job Title: Consumer Lending Specialist (Bilingual Spanish)
Functional Area: Lending
Department: Lending
Reports To: Manager, Consumer Lending
Employee Type: Regular, FT
FLSA Status: Non-Exempt + Monthly Commission

Essential Job Functions
•Receives consumer loan applications (auto, boat, RV, personal loans, and credit cards) from various sources.
•Enters loan applications on the loan processing system, obtains additional information from the member as necessary, and
forwards for decision, if necessary.
•Makes outbound calls to members to support and promote credit union products and services.
•Must be able to meet specific monthly loan production and ancillary product goals.
•Communicates decision to member.
•Works in partnership with the processing team to schedule loan closings.
•Maintains thorough knowledge of consumer lending policies and procedures in order to knowledgeably respond to member
•Supports, promotes, and cross-sells credit union products and services.
•Supports, promotes and recommends products and services.
•Contributes to maintaining the department’s Internal Service Survey satisfaction ratings in accordance with credit union
goals by providing high quality service based on our service standards
•Completes Product/Service Knowledge Assessment within 90 days of employment with a score of at least 80%. (Note: This
assessment may be taken as many times as needed to achieve this score).
•For the purpose of maintaining Credit Union goals, it is the responsibility of each employee to strive for the continuous
quality improvement of processes and quality of service to internal and external customers.
Other duties may be assigned.

Working Conditions
•Work is performed in an office environment, in a call center setting. May be required to attend off-hours meetings and
•Prior experience with telephone sales
•Work as an individual contributor and as part of a team to achieve business/organizational goals
•This is a sales position with a base pay and uncapped commission.


•Knowledge of consumer lending.
•Knowledge of state and federal regulations.
•Comprehensive knowledge of credit union history and its philosophy preferred.
•General knowledge of office practices and procedures.
•Knowledge of Microsoft Word, Excel, and other Office Suite products.
•High School Diploma or GED equivalent


•Must possess excellent oral and written skills to effectively communicate lending terms and credit union policies in English and applicable additional language.
•Excellent organizational skills.
•Accurate 10 key skills.
•Accurate keyboarding/typing skills.
•Must be fluent in the Spanish and English language.


•Ability to communicate with tact, discretion, and courtesy within and outside the organization.
•Ability to understand computer lending applications.
•Ability to make decisions.
•Ability to perform basic math calculations.
•Ability to operate various office equipment.
•Ability to handle stress in a high volume and fast-paced environment.
•Must maintain satisfactory attendance.
•Professional appearance and demeanor.

•At least one year experience in originating/processing consumer loan applications, or equivalent experience in lending.
•Strong sales experience required, with previous lending knowledge highly preferred.
•Experience working in a goal oriented sales environment.
•Prior experience with telephone sales preferred.
•Work as an individual contributor and as part of a team to achieve business/organizational goals.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.