Contact Center - Financial Product Specialist

Are you passionate about helping people make smart financial decisions—and thrive in a fast-paced, member-focused environment? Join our team as a Financial Product Specialist, where you’ll play a key role in delivering exceptional service and guiding members through lending solutions that support their goals.   If this sounds interesting to you, below are a few more details. Delivering responsive, high-quality service that builds lasting member relationships Assisting members with consumer loans, inquiries, and new account needs Conducting member interviews and processing loan applications efficiently and accurately Recommending tailored financial solutions and identifying cross-sell opportunities Guiding members through loan decisions, terms, and alternatives Ensuring accurate documentation, compliance, and timely loan funding Managing a high-volume workload while maintaining attention to detail Collaborating with team members to meet performance, service, and sales goals Serving as a subject matter expert and supporting training for team members   Here is what we are looking for: Education: High school diploma or equivalent required. Experience: 3+ years in a financial institution. 2+ years in consumer loan processing. 1+ year in customer service (call center experience preferred). Strong communication, sales, and problem-solving skills Ability to thrive in a structured, fast-paced environment. High attention to detail and ability to prioritize competing demands Proficiency in Microsoft Office; experience with MeridianLink and Symitar is a plus.   What we offer: One of San Diego and the nation's Top Workplaces! Great team and company culture! You can’t beat a role in sunny San Diego! 18 days of PTO in your first year plus 12 holidays a year! 6% - 8% 401(k) match Full benefits package including medical, dental, vision, life insurance, etc.   If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!    Base Pay/Salary: $23.00 - $28.00 per hour, plus incentives* *Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.