Senior Consumer Loan Service Delivery Representative

SchoolsFirst Federal Credit Union

. Provide World Class Member service by phone or email .

Posted 10/28/2026full-timeTustin • California • United StatesSenior💰 $27 - $39 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expert-level proficiency in consumer lending processes, including loan origination, processing, and funding, while providing exceptional member service and compliance with regulatory guidelines. Capable of training and mentoring team members, fostering a collaborative environment, and streamlining operations.

Highest-signal resume keywords

Consumer Loan OriginationExpert-Level Communication SkillsRegulatory ComplianceTeam Member Training and MentoringProblem-Solving and Decision Making

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Consumer Loan SystemsLoan ProcessingDocument VerificationData EntryFinancial Guidance

Soft Skills

Interpersonal SkillsLeadership SkillsEffective CommunicationCourtesy and SensitivityCoaching and Feedback

Tools & Technologies

Relevant Computer ApplicationsILearn Activities

Certifications & Qualifications

High School Diploma or GED

Industry Keywords

BSA RegulationsConsumer LendingMember ServiceEscalated SituationsTeamwork

About the role

Key responsibilities & impact

Provide World Class Member service by phone or email
Provide detailed information and promote credit union products and services to build relationships
Handle complex consumer loan situations and serve as a lead for Consumer Loan Originations objectives
Act as a subject matter expert and trusted advisor for contact center teammembers and leadership
Assist with onboarding new teammembers in the learning lab after classroom training
Answer and process expert-level Member transaction requests across consumer lending call queues
Originate, process, and fund consumer loan products, including gathering documents, entering data, and communicating processing times
Prepare loans for funding and verify documents, terms, and signatures
Apply expert knowledge of consumer lending products, DMV transactions, and ancillary insurance products to refer Members appropriately
Identify needs, make recommendations, and independently make exceptions within authority limits
Research escalated servicing situations and process Member requests
Communicate loan approvals and denials, explain requirements, and provide financial guidance
Handle expert-level escalations and advanced queues with minimal supervision
Train and cross-train teammembers on lending skills, policies, procedures, and escalated situations
Provide one-on-one feedback, coaching, mentoring, call-monitoring observations, and service-improvement recommendations
Maintain professional and technical knowledge through iLearn activities, workshops, publications, networking, and benchmarking
Perform other duties as assigned
Comply with regulatory compliance and assigned training requirements, including BSA regulations

Requirements

What you’ll need

High School Diploma or GED required
5-7 years of prior related experience required
Demonstrated expert level proficiency with Consumer Loan systems and tools
Deep knowledge and understanding of teammember workflows
Highly proficient communication and interpersonal skills
Proficient in relevant computer applications
Suggestions for streamlining department and credit union operations
Courtesy and sensitivity
Effective verbal and written communication skills
Compliance with legal and regulatory guidelines
Alerts management to questionable practices
Ability to ask questions to clarify and verify information
Ability to summarize transactions clearly and concisely
Uses correct terminology
Consistent demonstration of leadership skills
Practices empowered decision making
Compliance with regulatory compliance and assigned training requirements, including applicable BSA regulations
Participation in E-Verify