Sales Operations Specialist

Consumers Credit Union
life insurance, 401(k)
United States, Illinois, Lake Forest
300 North Field Drive (Show on map)
Apr 08, 2025
Description Consumers Credit Union (CCU) is adding a new Sales Operations Specialist to the Sales team! This is a great opportunity for someone who stives to cultivate a high level of member engagement by delivering a personalized, seamless, and easy experience as a trusted financial partner. Schedule/Location: This position offers a hybrid work schedule where some of your work week will be onsite at our modern and amenities driven Lake Forest office location and the rest will be spent working remotely. As a Sales Operations Specialist, you'll be responsible for welcoming and onboarding all new members both direct and through indirect partnerships. Also, you will answer inbound and outbound phone calls related to loan applications and maintenance, processes loan due date changes, assists with onboarding new members who have recently closed loans, and manages the SCRA. You will provide exceptional service to our members while ensuring compliance with all regulatory requirements. CCU is a dynamic company that implements process improvements and changes frequently. The ideal candidate will be adaptable to change and will be able to steadily perform and react in a fast-paced work environment. Main duties and responsibilities: Seeking opportunities to proactively discuss and sell loan and ancillary products based on an understanding of the members' financial needs. Proactively reviews member credit reports in order to identify opportunities to educate on products that align with the members' financial needs. Provides exceptional member service to members, promptly and effectively addressing their inquiries, concerns, and requests. Collaborates with other departments, such as loan officers and underwriters, to resolve complex loan-related issues and ensure a seamless member experience. Maintains accurate and up-to-date records of member interactions, loan modifications, and SCRA/MLA processes in the credit union's systems and databases. Remains up to date on industry regulations, compliance requirements, and internal policies related to loan maintenance, member onboarding, and SCRA/MLA processes. Identifies opportunities to improve processes, enhance efficiency, and streamline member experiences within the Sales Operations department. Qualifications High School Diploma or Equivalent - Minimum 2+ years' experience in sales, customer service, insurance, financial institutions - Preferred Must be self-directed, ambitious, and comfortable in a highly goal-driven environment, with a passion for sales that make an impact! Interpersonal, written and verbal communication skills Ability to educate members on products and services and cross-sell with a needs-based approach Time management, organizational, follow up skills, and the ability to process paperwork in an efficient and accurate manner Computer proficiency in Microsoft Word, Excel and Loan Origination Systems or related. Availability to work 40 hours/week and be scheduled between the following hours: Monday - Friday: 8AM - 6PM Compensation & Benefits: Budgeted amount for hourly rate is $22. Position is eligible for sales incentives. Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers About CCU Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4 billion in assets and serves more than 260,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: HR_Dept@myconsumers.org or 877-275-2228.