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    Technology Business Consultant - San Diego, United States - California Coast Credit

    California Coast Credit
    California Coast Credit San Diego, United States

    3 weeks ago

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    Description


    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.

    We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family

    If you share the same interests and passions and possess the right credentials, then read on to find out more:


    JOB OBJECTIVE:


    This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.

    Adheres to credit union's policies, procedures and quality service standards.


    DIMENSIONS:

    Service Goals:
    Meet/exceed a 4.00 overall service rating, as per established service standards.

    Sales Expectations:
    Meet/exceed established monthly/annual sales goals
    o Consumer loan annual funding goal: 170
    o Real estate loan annual funding goal: 75
    o New member annual goal: 75
    o Consumer loan protection products 30% loan penetration
    o Checking accounts opened annual goal: 50

    o Additional referral requirements:
    auto buying service, investment products, and credit union promotional products and services

    o Additional sales requirements:
    e-statements, bill pay, and direct deposit

    Member Support:
    Approximately 140,000 credit union members


    SUPERVISORY RESPONSIBILITIES:

    • This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
    NATURE &


    SCOPE:
    Member Service Specialist I


    • Meets/exceeds established monthly/annual sales and service goals.
    • Follows quality service standards to ensure exceptional quality service is provided.
    • Maintains a thorough knowledge of all consumer loan, products and services, policies and procedures.
    • Processes consumer loans.
    • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
    • Addresses difficult member situations and resolves in a positive manner.
    • Serves as a backup to Member Service Representatives.
    • Cross Trains in Real Estate loans.
    • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
    • Performs other relevant and related duties as required.
    Member Service Specialist II (Must be competent at the level of a Member Service Specialist I), in addition:

    o Quotes Real Estate loan rates.

    o Processes real estate loans.

    EDUCATION, SKILLS, &



    ABILITIES:
    The Eight Superpowers


    • Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
    • Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
    • Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
    • Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
    • Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
    • Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
    • Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities.
    Respects and value the differences of others, including but not limited to:

    national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures.

    Believes a diverse workplace is essential to the company's success.


    • Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
    Other Education, Skills, and Abilities


    • A high school diploma or equivalent is required.


    o Member Service Specialist I: 2 years experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.

    o Member Service Specialist II: 3 years experience in a financial institution (with 1 of the 3 years as a Member Service Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service


    • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
    • Excellent communication skills; sound judgment, and attention to detail.
    • Previous experience with Microsoft Windows applications is preferred.
    • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
    • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
    MAJOR ACCOUNT

    ABILITIES:

    • Ensure sales and service goals are met.
    • Present a friendly, outgoing and positive demeanor.
    • Process new accounts and/or loans accurately and completely.
    • Adhere to key and dual control policies and procedures.
    • Adhere to security and robbery procedures.
    • Complies with all other policies and procedures.

    PHYSICAL REQUIREMENTS:

    • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
    of continuous sitting and/or standing.


    ENVIRONMENTAL CONDITIONS:

    • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment.

    Note:
    Staff is expected to perform various tasks, projects and administrative duties as assigned.
    Management reserves the right to assign or change duties and tasks to this position at their discretion.

    California Coast Credit Union is an Equal Opportunity Employer.

    Salary Range

    $ $26.2866
    #J-18808-Ljbffr
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