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Description

Essential Duties and Responsibilities include the following. • Assist members and potential members with their financial needs, providing personalized recommendations for products and services, including loans and credit options. • Handle inbound and outbound consumer loan origination calls, ensuring a smooth, efficient, and timely loan application process. • Employ consultative integrity sales techniques for the member's advantage during loan interviews to identify and cross-sell products and services that meet members' financial needs. • Conduct daily follow-up calls and communicate loan decisions to members. • Provide support via the appropriate electronic communications channels, including phone, fax, and email, to ensure superior member service and timely responses to inquiries. • Prepare and process accurately and thoroughly all required loan documentation for approved consumer, credit card, and recreational loan applications, ensuring accuracy and compliance with credit union policies and procedures. • Analyze credit reports, debt-to-income ratios, loan-to-value ratios, and other financial metrics to make informed lending decisions. • Maintain a pipeline of active loan approvals and meet turnaround time standards for funding. • Coordinate with members to obtain necessary documentation, prepare closing documents, and ensure all closed loans are accurately completed and signed as per TFCU Rules and Regulations. • Clear loan conditions, post loans, and process credit card advances as required. • Perform post-closing audits and maintain the application system with loan status updates. • Meet or exceed monthly sales goals for products such as Credit Life, Disability, Guaranteed Asset Protection (GAP), Mechanical Breakdown (MBP), Mortgage, and Home Equity and referrals of any other relevant products and services. • Maintain comprehensive knowledge of regulations, including the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending, and the Credit Card Act. • Ensure compliance with all credit union policies and procedures, particularly those related to anti-money laundering and the Bank Secrecy Act. • Complete required training courses, including BSA and OFAC, at least annually to ensure ongoing compliance with regulatory requirements. • Build positive relationships with vendors, internal partners, and team members in a collaborative environment. • Serve as a mentor to newly hired employees, assisting with training needs and providing guidance as needed.

Skills

financial services, Call Center, Customer Services, Banking, Teller

Top Skills Details

financial services,Call Center,Customer Services,Banking,Teller

Additional Skills & Qualifications

• High school diploma required. A college degree or college courses in a related field are highly preferred. • At least three years of customer service experience in a professional services environment is required. • A minimum of three years of consumer lending processing experience or equivalent is required. • At least three years of Credit Union/financial services experience is required. • Must have working knowledge of computers, strong administrative, operational and sales skills and must have practical knowledge of MS Office, Outlook, Excel and Word to compile data and write reports.

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $23.00 - $24.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Miramar,FL.

Application Deadline

This position is anticipated to close on Aug 8, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.