Member Services Representative
4 days ago
Job ID:24-41135
Pay Range: $18 - $20/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Responsible for working directly with Loan Officers and client’s Credit Union members to make the Holiday Loan experience the best it can be.
- Collects data and documentation for loan applications in compliance with Credit Union policies, procedures and NCUA regulations
- Inputs data in LINK loan origination system
- Closes and disburses loan funds
- Cross sells additional loan products
- Completes electronic documents
- Processes mail, faxes and emails
- May work a rotating Saturday schedule
- Performs other duties as assigned.
- Key Skills- Credit Union, Banking , Loan
- High school diploma or GED required
- Must pass applicable client’s pre-hire compliance checks
- Must have an acceptable credit history, which will be verified
- Looking for a candidate that has Consumer Lending experience
- The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act
- Level of education and/or equivalent, relevant experience
- Proficiency
- Ability to work independently and/or amount of direction needed
- Scope and complexity of work
- Level of authority and latitude in making decisions
- Previous lending experience in a credit union, bank or finance company
- Previous knowledge of Synapsys, LINK and Episys systems
- Previous understanding of pay statements, tax returns, vehicle purchase orders and credit reports
- Previous experience in a sales-culture environment
- Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
- Ability to exercise excellent member and customer service skills
- Possess above-average professional telephone skills
- Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
- Above average ability to interact professionally with all employees and members
- Ability to adapt well to change
- Ability to effectively communicate with all levels both verbally and written
- Ability to speak, read, and write Spanish is a plus
- Ability to work independently and with minimal supervision
- Ability to perform basic math calculations and analyze data
- Ability to self-motivate with strong organization skills and capacity for attention to detail
- Ability to effectively prioritize work and meet deadlines
- Ability to sit for extended periods of time
- Ability to maintain satisfactory performance and attendance
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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