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Call Center Representative – Loans
Clearview Federal Credit UnionCall Center Representative providing member service and loan assistance at Clearview Federal Credit Union. Responding to inquiries, conducting interviews, and supporting lending goals in a hybrid work environment.
About the role
Key responsibilities & impact- Deliver prompt and professional member service, focusing on Clearview’s lending goals.
- Assist members with loan inquiries, applications, and cross-sales while promoting relevant products and services.
- Respond to member inquiries via phone and chat in general and specialty queues.
- Conduct interviews and set up loan applications.
- Pull and review credit reports; discuss with members.
- Identify cross-sell opportunities and escalate to loan officers.
- Maintain knowledge of loan policies, rates, and underwriting guidelines.
- Provide J.D. Power quotes for secured loans.
- Meet call volume and service KPIs.
- Educate members on products, services, and promotions.
- Participate in campaigns, trainings, and meetings.
- Share best practices and recommend process improvements.
- Cross-train in other lending areas (processing, real estate, etc.).
- Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.
- Perform other duties as assigned.
Requirements
What you’ll need- High school diploma or equivalent
- Minimum 6 months related experience
- Call center and loan experience preferred
- NMLS registration eligibility required
- Strong service and communication skills
- Familiarity with financial products and loan procedures
- Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation.
- Analytical skills and attention to detail
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Clearview Federal Credit Union Website LinkedIn All Job Openings 201 - 500 employees At Clearview, we share your vision of a better future. We meet our neighbors where they are and provide personalized tools and guidance to set them up for financial success now and in the future. Because when you succeed, we all succeed. Call Center Representative – Loans 🔥 47 minutes ago 🏢🏡 Moon Township – Hybrid 💵 $20 / hour ⏰ Full Time 🟢 Junior 📞 Call Center Representative 🚫👨🎓 No degree required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Deliver prompt and professional member service, focusing on Clearview’s lending goals.
- Assist members with loan inquiries, applications, and cross-sales while promoting relevant products and services.
- Respond to member inquiries via phone and chat in general and specialty queues.
- Conduct interviews and set up loan applications.
- Pull and review credit reports; discuss with members.
- Identify cross-sell opportunities and escalate to loan officers.
- Maintain knowledge of loan policies, rates, and underwriting guidelines.
- Provide J.D. Power quotes for secured loans.
- Meet call volume and service KPIs.
- Educate members on products, services, and promotions.
- Participate in campaigns, trainings, and meetings.
- Share best practices and recommend process improvements.
- Cross-train in other lending areas (processing, real estate, etc.).
- Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.
- Perform other duties as assigned. 🎯 Requirements
- High school diploma or equivalent
- Minimum 6 months related experience
- Call center and loan experience preferred
- NMLS registration eligibility required
- Strong service and communication skills
- Familiarity with financial products and loan procedures
- Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation.
- Analytical skills and attention to detail Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs
ATS Keywords
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Hard Skills & Tools
loan inquiriesloan applicationscredit reportscross-sellingunderwriting guidelinesJ.D. Power quotescall volumeservice KPIsfinancial productsloan procedures
Soft Skills
member servicecommunication skillsanalytical skillsattention to detailprocess improvementsteam collaborationcustomer educationproblem-solvingadaptabilitywillingness to learn
Certifications
NMLS registration eligibility