Contact Center Lending Representative

ECU

. Provide high-level member service through inbound calls while working with members’ loan applications .

Posted 10/23/2026full-timeSouth Bend • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member service and lending processes, with a strong understanding of financial needs assessment and compliance with government regulations. Proficient in utilizing communication tools to provide guidance and education while achieving sales goals.

Highest-signal resume keywords

Member ServiceLoan ProcessingFinancial Needs AssessmentCommunication SkillsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ApplicationsUnderwriting RequirementsNeeds-Based Selling TechniquesAnalytical SkillsMathematical Skills

Soft Skills

Problem-Solving SkillsOrganizational SkillsTime Management SkillsTeam CollaborationVerbal Communication Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft TeamsEverwise Lending Matrix

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

BankingLendingFinancial ServicesAnti-Money LaunderingBSAUS PATRIOT ACTOFAC

About the role

Key responsibilities & impact

Provide high-level member service through inbound calls while working with members’ loan applications
Assess members’ financial needs and recommend appropriate products and services
Perform job duties and provide support in all areas of the Contact Center as needed
Process loan applications from start to finish using the Everwise lending matrix across all lending channels
Make sound lending decisions based on Everwise underwriting requirements
Provide guidance and education to members over the phone/video and recommend appropriate products and services
Correspond with members via phone, email, online chat, and written communication while maintaining excellent service standards
Demonstrate product knowledge and apply needs-based and discovery selling techniques
Meet or exceed established sales goals for lending and member service
Make daily decisions within parameters set by the leader
Understand and apply government laws, regulations, and Everwise policies regarding Anti-Money Laundering, including BSA, US PATRIOT ACT, and OFAC
Assume additional responsibilities as necessary for Everwise’s continued growth and advancement

Requirements

What you’ll need

High School diploma or GED
3+ years’ banking, lending and/or financial experience
Available to work on Saturdays
Excellent verbal and written communication skills within a high-volume member contact center
Ability to read and comprehend detailed instructions
Computer skills (Microsoft tools – Word, Excel, Teams); ability to navigate through various software and systems
Ability to work in a team environment
Strong problem-solving skills
Strong organizational and time management skills
Ability to effectively present information and interact using various communication tools
Ability to perform efficiently while working under deadlines and time constraints
Strong analytical, mathematical, and decision-making skills

Benefits

Comp & perks

Equal opportunity employer committed to creating an inclusive environment for all employees