• Job Description

  Req#: CALLC002161

  About Columbia Credit Union

  Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:

  • Best of Clark County Award / The Columbian - 2008-2024
  • Best in Business Award / Vancouver Business Journal - 2013-2024
  • Corporate Philanthropy Award / Portland Business Journal - 2017-2024

  Columbia CU Guiding Principles

  Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.

  Mission: Bringing people together to make life better for themselves and their communities.

  Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.

  Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.

  Core Values

  People - We have a passion for helping each other and our members.

  Community - We have a passion for contributing to the success and growth of the communities we serve.

  Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.

  Benefits

  • Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
  • Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
  • 401k Match- 100% match up to 6% employee contribution
  • A home office option can be considered in Vancouver, Washington or Portland, Oregon and surrounding areas AFTER at least six months of on-site training have been completed and all work from home requirements are met. Monthly on-site work is required.
  • Tuition Assistance
  • And More!

  About The Role

  The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS’s actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member’s needs.

  RESPONSIBILITIES:

  • Initiate conversations with new and existing members to actively solicit new or additional lending products.
  • Initiate outbound calls or emails to current members.
  • Respond to loan inquiries initiated through Columbia’s remote channels.
  • Originate loan applications for consumer loan products and credit cards.
  • Maintain up-to-date knowledge on all credit union products and services.
  • Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union’s members.
  • Participate in cross-functional projects, promotions, and training.
  • Perform additional tasks and duties assigned by department manager
  • Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization.

  REQUIREMENTS

  • Minimum three (3) years previous lending origination experience with a financial institution.
  • Current NMLS license or ability to obtain upon hire.
  • Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat.
  • Experienced in and ability for meeting personal and team goals.
  • Strong organizational, verbal and written communication skills.
  • Ability to work effectively independently and within a team.
  • Strong computer skills.
  • Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed.
  • Ability to work from home.
  • Occasional travel to Operations Center, with at least one week’s notice when allowable.

  COMPENSATION

  • $26.00- $29.00/ hour
  • + Commission

  Columbia Credit Union follows all required COVID 19 health protocols

  Equal Opportunity Employer/AA

  Must be 18 or older to apply

  Qualifications

  Education

  Required

  High School

  Experience

  Required 3 years

  Lending at an FI

  Behaviors

  Required

  Functional Expert : Considered a thought leader on a subject

  Team Player : Works well as a member of a group

  Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

  Licenses & Certifications

  Required

  NMLS

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Serving 100,000 members throughout Vancouver and Portland with personal and business services, home loans, credit cards, and award-winning green practices.

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