Classact
At
Class Act Federal Credit Union , we’re more than just a financial institution — we’re a community. Since 1954, we’ve proudly operated as a
member-owned financial cooperative
with a mission to deliver meaningful value and personalized financial solutions to our members. Unlike traditional banks, we don’t serve stockholders — we serve people. Every decision we make is rooted in our core belief of
“People Helping People.”
We're honored to be named a
2025 Best Places to Work
— a recognition that reflects our strong culture, dedicated team, and unwavering commitment to both our members and employees.
Our dedication to service extends beyond financial solutions. We actively support our team’s involvement in the community, offering
paid volunteer time
so employees can give back to the educational initiatives that matter most to them. It’s just one of the many ways we show that our people — both members and team members — come first.
At Class Act, we’re focused on:
Hiring the best
Training for success
Empowering every voice
Fostering a respectful and inclusive environment
Recognizing and rewarding contributions
If you're looking for a meaningful career with a mission-driven organization that truly cares, Class Act is the place for you.
Come build your future with a team that’s building a better financial future for others.
Role Project a friendly and professional attitude while aiding all members and potential members with their financial needs. Actively sell and cross-sell credit union products and services through telephone and electronic contact within the guidelines of the Lender Development program. Using an enthusiastic approach, the Lending Specialist will introduce and cross-sell to new members and current members all of the credit union services by interviewing applicants applying for consumer loans, providing loan status, explaining credit union policies, and by educating the member through the lending process. Be knowledgeable of all products and services the credit union offers and provide the member with the necessary information to make an informed financial decision.
Major Duties and Responsibilities
Take inbound and make outbound calls to discuss loan products available to determine how the credit union can meet members’ financial needs. Interview member and prepare completed loan application for further consideration by loan underwriting. Responsible for complete and accurate application data entry. Act as a member advocate by educating them on the lending process.
Proactively promote and sell lending products offered by the credit union including GAP, MBP and Credit Life/Credit Disability Protection offered by the CUNA Mutual Lender Development Program to credit union members.
Consistently follow up on applications to ensure credit union maximizes opportunities. Aggressively follow up on all consumer lending opportunities including but not limited to web applications, referrals from other staff members, and call list.
Proactively promote and sell other credit union products including but not limited to checking accounts, online banking, direct deposit, and other account services.
Ensure credit union policies and procedures are being followed in compliance with applicable laws and regulations.
Maintain a professional, courteous, and friendly atmosphere for members and co-workers.
Maintain a working knowledge of all products offered.
Provide, by telephone or approved electronic communication, routine information concerning credit union services or policies including: what is the credit union; eligibility for membership; how to apply for membership; type of accounts available; insurance coverage for shares and loans; detailed loan policies; detailed information on lending products; interest rates charged on loans; as well as the locations and office hours of all credit union offices.
Maintain a dependable record of attendance and timeliness.
Maintain the highest confidentiality of member information, including account information and transaction history.
Complete all assigned tasks and responsibilities within a given time frame. Work should be completed thoroughly, accurately, and professionally.
Work closely with management to set individual goals and objectives and develop a plan to achieve them.
Perform other such duties as may be assigned which are commensurate with the position and in the best interest of the credit union.
Knowledge and Skills Experience:
Three to five years of similar or related experience.
Education:
A high school education or equivalent.
Interpersonal Skills:
A significant level of trust, diplomacy and professionalism is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills:
Ability to prioritize work flow. Ability to learn new things in a relatively short amount of time. Initiative and ability to handle numerous assignments concurrently. Must have basic understanding of operating a computer. Ability to use Microsoft Outlook, Word and Excel. Ability to navigate the internet, use a 10 key calculator and computer keyboard by touch. Attention to detail and ability to maintain accuracy. Must be bondable.
EOE
Additional Information/Benefits We're proud to offer a comprehensive benefits package that supports your well-being - both on and off the clock.
Work Schedule : Monday - Friday
Generous PTO : 120 hours in your first year
13 Paid Holidays
Paid Parental Leave
Paid Volunteer Time
Tuition Reimbursement
Free Parking
Monthly* & Annual Incentives
Medical Insurance : Starting as low as $2/month
Free Dental & Vision Insurance
Free Life Insurance
(Includes Short & Long Term Disability + Accidental Death & Dismemberment)
401(k) with Employer Match
*Not all positions are eligible for monthly incentives.
#J-18808-Ljbffr
Class Act Federal Credit Union , we’re more than just a financial institution — we’re a community. Since 1954, we’ve proudly operated as a
member-owned financial cooperative
with a mission to deliver meaningful value and personalized financial solutions to our members. Unlike traditional banks, we don’t serve stockholders — we serve people. Every decision we make is rooted in our core belief of
“People Helping People.”
We're honored to be named a
2025 Best Places to Work
— a recognition that reflects our strong culture, dedicated team, and unwavering commitment to both our members and employees.
Our dedication to service extends beyond financial solutions. We actively support our team’s involvement in the community, offering
paid volunteer time
so employees can give back to the educational initiatives that matter most to them. It’s just one of the many ways we show that our people — both members and team members — come first.
At Class Act, we’re focused on:
Hiring the best
Training for success
Empowering every voice
Fostering a respectful and inclusive environment
Recognizing and rewarding contributions
If you're looking for a meaningful career with a mission-driven organization that truly cares, Class Act is the place for you.
Come build your future with a team that’s building a better financial future for others.
Role Project a friendly and professional attitude while aiding all members and potential members with their financial needs. Actively sell and cross-sell credit union products and services through telephone and electronic contact within the guidelines of the Lender Development program. Using an enthusiastic approach, the Lending Specialist will introduce and cross-sell to new members and current members all of the credit union services by interviewing applicants applying for consumer loans, providing loan status, explaining credit union policies, and by educating the member through the lending process. Be knowledgeable of all products and services the credit union offers and provide the member with the necessary information to make an informed financial decision.
Major Duties and Responsibilities
Take inbound and make outbound calls to discuss loan products available to determine how the credit union can meet members’ financial needs. Interview member and prepare completed loan application for further consideration by loan underwriting. Responsible for complete and accurate application data entry. Act as a member advocate by educating them on the lending process.
Proactively promote and sell lending products offered by the credit union including GAP, MBP and Credit Life/Credit Disability Protection offered by the CUNA Mutual Lender Development Program to credit union members.
Consistently follow up on applications to ensure credit union maximizes opportunities. Aggressively follow up on all consumer lending opportunities including but not limited to web applications, referrals from other staff members, and call list.
Proactively promote and sell other credit union products including but not limited to checking accounts, online banking, direct deposit, and other account services.
Ensure credit union policies and procedures are being followed in compliance with applicable laws and regulations.
Maintain a professional, courteous, and friendly atmosphere for members and co-workers.
Maintain a working knowledge of all products offered.
Provide, by telephone or approved electronic communication, routine information concerning credit union services or policies including: what is the credit union; eligibility for membership; how to apply for membership; type of accounts available; insurance coverage for shares and loans; detailed loan policies; detailed information on lending products; interest rates charged on loans; as well as the locations and office hours of all credit union offices.
Maintain a dependable record of attendance and timeliness.
Maintain the highest confidentiality of member information, including account information and transaction history.
Complete all assigned tasks and responsibilities within a given time frame. Work should be completed thoroughly, accurately, and professionally.
Work closely with management to set individual goals and objectives and develop a plan to achieve them.
Perform other such duties as may be assigned which are commensurate with the position and in the best interest of the credit union.
Knowledge and Skills Experience:
Three to five years of similar or related experience.
Education:
A high school education or equivalent.
Interpersonal Skills:
A significant level of trust, diplomacy and professionalism is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills:
Ability to prioritize work flow. Ability to learn new things in a relatively short amount of time. Initiative and ability to handle numerous assignments concurrently. Must have basic understanding of operating a computer. Ability to use Microsoft Outlook, Word and Excel. Ability to navigate the internet, use a 10 key calculator and computer keyboard by touch. Attention to detail and ability to maintain accuracy. Must be bondable.
EOE
Additional Information/Benefits We're proud to offer a comprehensive benefits package that supports your well-being - both on and off the clock.
Work Schedule : Monday - Friday
Generous PTO : 120 hours in your first year
13 Paid Holidays
Paid Parental Leave
Paid Volunteer Time
Tuition Reimbursement
Free Parking
Monthly* & Annual Incentives
Medical Insurance : Starting as low as $2/month
Free Dental & Vision Insurance
Free Life Insurance
(Includes Short & Long Term Disability + Accidental Death & Dismemberment)
401(k) with Employer Match
*Not all positions are eligible for monthly incentives.
#J-18808-Ljbffr