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Consumer Lending Specialist

Consumer Lending Specialist

TRUSTONE FINANCIAL CREDIT UNIONBurnsville, MN, US
6 days ago
Job type
  • Full-time
  • Part-time
Job description

Job Description

Job Description

WHO WE ARE :

TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU’LL DO :

The Consumer Lending Specialist maintains a unique working knowledge of all the credit union's available product and service offerings. This position is responsible for performing member service and sales functions and providing support to serve and resolve member's inquiries. The position requires exercising independent judgment while determining the products or services that will help our members become more financially successful.

WHAT YOU’LL BRING :

Availability to work 40 hours per week Monday through Friday between the hours of 8 : 00am – 6 : 00pm, and rotating Saturdays from 9 : 00am - 1 : 00pm, at our Plymouth Corporate Office or Burnsville Administrative Office; non-exempt.

In addition :

  • High school diploma or equivalent.
  • 2+ years of related financial services and / or proven sales experience.
  • Previous telephone sales experience, preferred.
  • Consumer lending experience, preferred.
  • Excellent attention to detail and organizational skills.
  • Ability to work in a fast-paced environment.
  • Good verbal and written communication skills, including excellent telephone communication skills.
  • Excellent customer service skills.
  • Previous PC experience in Microsoft Office products; Meridian Link experience preferred.
  • Ability to maintain complete confidentiality.
  • Math aptitude and keyboarding skills.
  • Ability to work as a team player, being flexible and dependable.
  • Work independently while displaying initiative and decision-making skills.
  • Maintaining a high level of professionalism while working under pressure.
  • Required to be compliant with the terms and conditions outlined in TruStone Financial’s SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).
  • Maintains compliance with the Bank Secrecy Act and all its provisions.
  • Ability to pass all pre-employment drug test and various background checks.
  • Responsible for regular and reliable attendance at the workplace.

WHAT WE OFFER :

The salary range for this position is $23.50 to $29.50 per hour. In addition, we offer :

  • Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
  • Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks!
  • TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

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    Lending Specialist • Burnsville, MN, US

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