CrawlJobs Logo
Robert Half Logo Robert Half · Banking

Consumer Lending Specialist

United States, Albany · Job Posted April 10, 2026
Apply Position
Job Link Share

Job Description

This contract-to-hire role is ideal for someone who is passionate about delivering exceptional customer experiences, enjoys building relationships, and thrives in a fast-paced environment. In this role, you’ll act as a trusted point of contact for members, guiding them through the full lending process—from initial inquiry and application to underwriting coordination and closing—while providing a seamless, positive experience every step of the way.

Job Responsibility

  • Delivering outstanding customer service by assisting members via phone, email, text, and in person
  • Acting as a friendly, knowledgeable resource throughout the lending process
  • Processing loan applications and gathering required documentation with accuracy and care
  • Completing initial underwriting steps (training provided) while ensuring a smooth member experience
  • Maintaining organized and up-to-date loan files
  • Preparing files for underwriting review and coordinating closings
  • Clearly explaining loan terms, timelines, and next steps in a supportive, easy-to-understand way
  • Proactively communicating with members to provide updates and set expectations
  • Contributing to a team culture centered around service excellence, collaboration, and community impact

Requirements

  • Strong customer service, retail, or call center experience
  • Naturally build rapport and create positive interactions with a wide range of people
  • Communicate clearly, empathetically, and professionally
  • Enjoy helping others and take pride in delivering a great customer experience
  • Are detail-oriented, organized, and able to multitask effectively
  • Have basic Excel/Word skills and strong attention to detail
  • Are eager to learn — lending experience is preferred, but not required

Nice to have

Lending experience

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Free online training
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Consumer Lending Specialist

8 matching positions

Operations Specialist

We are looking for a skilled Operations Specialist to join our team in Metairie,...
Location
Location
United States , Metairie, Louisiana
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in consumer and commercial lending, with a solid understanding of regulatory compliance
  • Strong knowledge of consumer banking practices and the credit card industry
  • Familiarity with call center metrics and performance standards
  • Demonstrated ability to analyze critical data and provide actionable insights
  • Excellent communication skills, with the ability to interact effectively with clients and team members
  • Detail-oriented, capable of managing multiple tasks with accuracy and efficiency
  • Background in the financial services industry is strongly preferred
  • Ability to work independently and collaboratively in a small team environment
Job Responsibility
Job Responsibility
  • Process and manage consumer and commercial loan applications, ensuring compliance with industry regulations
  • Collaborate with clients and internal teams to gather necessary documentation and verify loan details
  • Utilize your expertise in consumer banking and lending practices to provide accurate and efficient support
  • Analyze loan data to identify potential risks and ensure adherence to critical compliance standards
  • Monitor call center metrics to maintain operational efficiency and enhance customer satisfaction
  • Stay informed about industry trends, particularly within the credit card and consumer banking sectors
  • Address customer inquiries and resolve issues related to loan processing in a timely and thorough manner
  • Support the department in maintaining seamless operations by taking on diverse tasks as needed
  • Contribute to process improvements that enhance efficiency and compliance within the loan processing workflow
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Loan Processor - Support Specialist

We are looking for a detail-oriented Loan Processor - Support specialist to join...
Location
Location
United States , Toano
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience supporting loan administration or consumer lending processes within a financial services environment
  • Working knowledge of mortgage processing, loan documentation, or related lending support activities
  • Ability to prepare, review, and manage documents with strong attention to detail and accuracy
  • Proficiency in data entry and record maintenance across loan or financial systems
  • Familiarity with mortgage lending, loan origination, or mortgage closing support functions
  • Understanding of compliance-focused documentation practices, including awareness of flood regulation requirements
  • Strong organizational skills and the ability to manage multiple files in a deadline-driven setting
Job Responsibility
Job Responsibility
  • Review incoming loan files and organize supporting materials to help ensure each application is complete and ready for processing
  • Prepare lending documents and correspondence needed to support consumer loan activities and file progression
  • Enter borrower, loan, and document information into internal systems with a high degree of accuracy
  • Maintain orderly and up-to-date loan records so documentation can be easily accessed for review and follow-up
  • Assist with administrative support for consumer lending operations, helping teams keep files on schedule
  • Verify that required documentation aligns with established lending guidelines and applicable flood regulation standards
  • Coordinate with internal partners to resolve missing information, correct file discrepancies, and support timely loan handling
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life insurance
  • Disability insurance
  • Company 401(k) plan
Read More
Arrow Right

Consumer Lending Specialist

This contract‑to‑hire role is perfect for someone who loves helping people, thri...
Location
Location
United States , Albany
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong customer service or call center experience
  • Clear, warm, and professional communication
  • Enjoy helping members make confident financial decisions
  • Detail-oriented, organized, and comfortable multitasking
  • Essential Excel/Word skills and an analytical mindset
  • Eager to learn — lending experience is prefered, but not required
  • Proven experience in loan administration and consumer lending
  • Familiarity with mortgage processing, closing, and loan underwriting procedures
  • Strong customer service skills, including call center experience and direct client support
  • Proficiency in high-volume data entry and data analysis
Job Responsibility
Job Responsibility
  • Assisting members via phone, email, text, and in person through the lending process
  • Processing loan applications and gathering required documentation
  • Completing initial underwriting steps (training provided)
  • Maintaining accurate and organized loan files
  • Preparing files for underwriting review and coordinating closings
  • Explaining loan terms and next steps in a friendly, supportive way
  • Contributing to a team focused on service, accuracy, and community impact
What we offer
What we offer
  • Steady Monday–Friday schedule
  • Warm, community‑focused culture
  • Supportive onboarding and hands‑on learning
  • Clear long‑term growth potential in lending and underwriting
  • Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
  • Eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Consumer Lender - Support specialist

We are looking for a detail-oriented Consumer Lender - Support specialist to joi...
Location
Location
United States , Newark
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in loan administration, mortgage operations, consumer lending support, or a similar back-office financial services environment
  • Working knowledge of document handling practices related to loan origination, mortgage processing, closing support, or records management
  • Strong organizational skills with close attention to detail and the ability to manage large volumes of paper and electronic files
  • Ability to balance multiple priorities, follow established procedures, and adapt effectively as business needs change
  • Clear written and verbal communication skills, including effective email correspondence and effective coordination with internal teams
  • Basic computer proficiency and comfort updating tracking information in internal systems with accuracy and timeliness
  • Customer-focused approach with strong interpersonal skills and a collaborative mindset
  • Ability to support audit activities, analyze file discrepancies, and follow compliance and retention requirements consistently
Job Responsibility
Job Responsibility
  • Manage consumer loan files through each stage of their lifecycle, from initial intake through final retention and authorized destruction, in accordance with corporate recordkeeping standards
  • Record and track the movement of files that are checked out of the file center, update location details in internal systems, and help ensure records can be retrieved quickly and accurately
  • Coordinate the transfer of documentation between active storage, on-site storage areas, and off-site facilities, including preparing files for boxing and shipment
  • Review incoming loan-related documents, organize materials appropriately, and file them into the correct customer records with a high degree of accuracy
  • Support monthly file status reporting by confirming the whereabouts and return status of documents currently out of the file center
  • Respond to internal and external audit requests by locating, organizing, and delivering required loan files within established timelines
  • Keep current with bank, investor, and regulatory record retention requirements and apply those standards to daily file management activities
  • Provide operational guidance to departments and affiliated banking partners regarding file center procedures, documentation handling, and related process questions
  • Deliver dependable service to internal stakeholders while maintaining compliance awareness and assisting with other administrative support tasks as needed
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Consumer Lender - Support Specialist

We are looking for a dependable Consumer Lender - Support specialist to join our...
Location
Location
United States , Fresno
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1 year of experience in consumer lending support, teller operations, or a similar financial services role
  • Working knowledge of loan administration and routine cash handling practices
  • Experience balancing cash drawers and maintaining accurate daily transaction records
  • Ability to process cash deposits, payments, and related account transactions with strong attention to detail
  • Strong customer service skills with the ability to communicate clearly and professionally
  • Demonstrated ability to maintain confidentiality when handling member and account information
  • Comfortable identifying member needs and suggesting appropriate financial products or service options.
Job Responsibility
Job Responsibility
  • Welcome members courteously and create a helpful, service-focused experience during each interaction
  • Process day-to-day account activity, including deposits, withdrawals, loan payments, check cashing, and internal transfers, while maintaining a high level of accuracy
  • Reconcile and balance the cash drawer at the end of each business day and ensure transaction documentation is complete and accurate
  • Listen carefully to member questions and identify opportunities to recommend relevant products and services such as savings options, direct deposit, and digital banking tools
  • Protect sensitive financial and personal information by following established privacy and security standards
  • Address routine member concerns promptly and escalate more complex issues to the appropriate team for resolution
  • Remain informed on current policies, procedures, and regulatory requirements to support compliant and consistent service delivery.
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Operations Specialist

We are looking for an Operations Specialist to join a consumer banking team in S...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience working in operations within consumer banking, credit card services, or consumer lending environments
  • Knowledge of call center metrics and the ability to use performance data to support operational improvements
  • Familiarity with criticality analysis and risk-based prioritization of operational issues
  • Strong analytical skills with the ability to interpret data, recognize patterns, and communicate findings clearly
  • Ability to manage multiple tasks in a fast-paced setting while maintaining accuracy and attention to detail
  • Proficiency in collaborating with business partners and supporting process execution across operational teams
Job Responsibility
Job Responsibility
  • Monitor operational activity and interpret call center performance data to identify trends, risks, and opportunities for improvement
  • Support processes related to credit card and consumer lending operations by ensuring work is completed accurately and in alignment with established standards
  • Review service levels, productivity results, and quality indicators to help leadership make informed operational decisions
  • Conduct criticality assessments to prioritize issues, evaluate business impact, and recommend appropriate next steps
  • Collaborate with cross-functional partners to resolve operational challenges and strengthen workflow efficiency across consumer banking functions
  • Prepare reports and summaries that highlight performance outcomes, emerging concerns, and areas requiring attention
  • Assist with process updates, procedural changes, or operational transitions when needed, ensuring minimal disruption to business activities
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Collections Specialist

We are looking for an experienced Collections Specialist with 6–8 years of colle...
Location
Location
United States , Sunnyvale
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Business Administration, Accounting, Finance, or equivalent combination of education and experience
  • 6–8 years of collections experience in a financial institution
  • Consumer lending collections experience strongly preferred
Job Responsibility
Job Responsibility
  • Manage collection efforts for delinquent consumer loan accounts across multiple lending products
  • Review account histories to determine causes of delinquency and develop appropriate resolution strategies
  • Contact members by phone and written correspondence to secure payment and resolve past-due balances
  • Negotiate payment arrangements, loan extensions, and potential loan modifications for approval
  • Provide empathetic member support and refer borrowers to financial counseling resources when appropriate
  • Recommend next steps for severely delinquent accounts, including repossession, foreclosure, legal action, charge-off, and agency placement
  • Prepare charge-off documentation and coordinate account assignments to third-party collection agencies
  • Maintain detailed records of collection activity, account status, and resolution outcomes
  • Work closely with internal teams including lending, loss mitigation, legal, and member service departments
  • Meet established recovery goals, productivity targets, and compliance standards
What we offer
What we offer
  • Medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
Read More
Arrow Right

Private Bank Underwriting & Portfolio Management Director

The Private Bank Underwriting & Portfolio Management Director is the executive r...
Location
Location
United States , Johnston; San Francisco; Boston; Westwood; New York
Salary
Salary:
238000.00 - 300000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
May 31, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline
  • 10+ years of extensive executive-level experience in underwriting, portfolio management, or credit risk management across consumer, commercial, or private banking
  • Expertise across a broad range of credit types
  • from standardized consumer lending to highly bespoke commercial and specialty structures
  • Deep understanding of regulatory frameworks, risk governance, credit policy, and enterprise risk disciplines
  • People management experience and demonstrated ability to lead and develop teams and influence decisions across a complex, matrixed organization
  • Strong analytical capabilities, excellent communication skills, and executive presence
  • Proven track record of balancing business growth with disciplined credit judgment
  • Experience overseeing quality control, workflow prioritization, and timely completion of credit reviews, risk ratings, covenant monitoring, and annual reviews
  • Proven success designing or enhancing credit processes, monitoring frameworks, and policy initiatives
Job Responsibility
Job Responsibility
  • Sets the strategic direction for underwriting and portfolio management across the Private Bank's full lending suite
  • Aligns credit analysis and decisioning tools with the Private Bank's credit policy, product procedures, and overall private bank strategy/service objectives
  • Works closely with Product Directors to ensure credit structures, policies, and portfolio strategies support product competitiveness and client needs
  • Plays a central role in Private Bank business planning, risk strategy, and strategic growth initiatives
  • Oversees underwriting quality, credit decisioning, and risk assessment across all consumer, specialty, and commercial lending solutions
  • Ensures consistency, fairness, and disciplined judgment across underwriting teams and product types
  • Establishes underwriting standards, due diligence frameworks, and approval protocols that align with regulatory expectations and business objectives
  • Provides senior level oversight and decision making on complex, bespoke, and high profile credit opportunities
  • Supports 1st line credit risk with ongoing portfolio monitoring and analytics across all Private Bank lending portfolios
  • Reviews credit performance, emerging trends, segment dynamics, concentration risk, and potential vulnerabilities
What we offer
What we offer
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • annual discretionary bonus
  • Fulltime
!
Read More
Arrow Right