Contact Center - Financial Product Specialist

Financial Product Specialist

Onsite | San Diego, CA

Compensation: $29.00 - $36.00 an hour

Actual compensation within this range will be determined by factors including experience, qualifications, skills, and internal equity.

Love helping people make confident financial decisions? Thrive in a fast-paced environment where no two conversations are exactly the same? Are you someone who can deliver an amazing member experience while balancing lending, service, and sales goals?

We have an exciting opportunity for someone in our Contact Center team for someone who knows consumer lending, enjoys connecting with members, and loves finding the right financial solutions to help people reach their goals. If that sounds like you, here are a few more details about our Financial Product Specialist opportunity.

• It’s all about the member! Deliver an amazing member experience while helping with consumer loans, loan inquiries, new accounts, and account servicing.
• Put your lending expertise to work! Interview members, review credit, process loan applications, communicate decisions and terms, and guide loans from application through funding.
• Find the right solution! Ask great questions, understand members’ financial goals, and recommend products, services, and solutions that truly meet their needs.
• You thrive in a fast-paced environment! Balance a high volume of calls, applications, follow-ups, and competing priorities while maintaining accuracy and excellent service.
• Be someone the team can count on! Serve as a knowledgeable resource and team player while achieving service, sales, efficiency, and performance goals.
• This is a great opportunity to really have an impact on an organization and in an established Network Services Team for a well-respected, established credit union in San Diego County known for its community and member centered focus.

Here is what we are looking for:

• High School Diploma, G.E.D., or equivalent.
• A minimum of 3 years of financial institution experience, including at least 2 years of consumer loan processing experience.
• Call center experience is preferred.
• Strong knowledge of consumer lending and the ability to confidently walk members through the loan process from application through funding.
• Excellent verbal communication, organization, member service, and sales skills.
• Someone who can build relationships, ask great questions, uncover needs, and confidently recommend solutions.
• A professional demeanor and the ability to succeed in a fast-paced, structured, and high-volume environment.
• A collaborative team player who enjoys sharing knowledge and supporting others.
• Microsoft Office experience, including Word, Excel, and Outlook.
• Experience with MeridianLink and Symitar for Windows is preferred.

What we offer:

• A great work environment – our Team Members say so – we’ve won Top Workplaces 5 years including 2026! (#notsohumblebrag)
• Great team – our Team Members are the best (well we think so!)
• You can’t beat a role in sunny San Diego, but we support fully remote positions too!
• 18 days of PTO in your first year plus 12 holidays a year!
• 6% 401(k) match!
• Full benefits package including medical, dental, vision, life insurance, etc.
• Personal concierge benefit through Overalls to help support you (100% employer paid)

If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you! 

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.   

Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMF #LI-Onsite