MINIMUM QUALIFICATIONS
- High school diploma or equivalent
- Minimum 6 months related experience
- Call center and loan experience preferred
- NMLS registration eligibility required
- Strong service and communication skills
- Familiarity with financial products and loan procedures
- Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation.
- Analytical skills and attention to detail
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Respond to member inquiries via phone and chat in general and specialty queues
- Conduct interviews and set up loan applications
- Pull and review credit reports; discuss with members
- Identify cross-sell opportunities and escalate to loan officers
- Maintain knowledge of loan policies, rates, and underwriting guidelines
- Provide J.D. Power quotes for secured loans
- Meet call volume and service KPIs
- Educate members on products, services, and promotions
- Participate in campaigns, trainings, and meetings
- Share best practices and recommend process improvements
- Cross-train in other lending areas (processing, real estate, etc.)
- Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.
- Perform other duties as assigned
- Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success.
Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law.
