Call Center Lending Specialist chez Columbia Credit Union

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 - 2008-2025
• 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
• 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.
• Experienced in and ability for meeting personal and team goals.
• Initiate conversations with new and existing members to actively solicit new or additional lending products.
• Initiate outbound calls or emails to current members.
• Originate loan applications for consumer loan products and credit cards.
• Maintain up-to-date knowledge on all credit union products and services.
• Participate in cross-functional projects, promotions and training.
• Respond to loan inquiries initiated through Columbia’s remote channels.
• Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union’s members.
• Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization.

REQUIREMENTS 

• Minimum three (3) years previous lending 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.
• Strong organizational, verbal and written communication skills.
• Strong computer skills.
• Ability to work effectively independently and within a team.
• Ability to work from home.
• Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed.
• Occasional travel to Operations Center, with at least one week’s notice when allowable.

COMPENSATION

• $26.00- $30.00/ hour
• + Commission

Columbia Credit Union follows all required COVID 19 health protocols

Equal Opportunity Employer/AA

Must be 18 or older to apply