Call Center Loan MSR

4 weeks ago


Gurnee, United States Abbott Laboratories Employees Credit Union Full time
SUMMARY: Provides financial products and services to establish, retain and deepen relationships with credit union members to achieve sales goals and provide exceptional member service.

ESSENTIAL FUNCTIONS:
  • Answers incoming department calls and processes members' requests
  • Processes incoming phone, internet and LSI applications for consumer loans and credit cards
  • Reviews credit reports for cross-sell opportunities
  • Prepares loan documentation, schedules closing, and closes consumer loans
  • Actively cross-promotes credit union products and services
  • Works applicable sales leads from internal sources
  • Acts as credit union representative for member inquiries
  • Maintains knowledge of credit union products, services, policies and procedures
  • Adheres to all credit union policies and procedures
  • Other duties as may be assigned
SECONDARY FUNCTIONS:
  • Achieves minimum standards of sales goals
  • Reviews, packages and submits all loan and supporting documentation to Consumer Lending Department per established procedures
  • Monitors and reports sales figures to Manager and the VP of Service and Sales
  • Supports the marketing of the credit union and its products and services
QUALIFICATIONS:
  • Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
  • Education Preferred: Associate's degree in Business Administration or related field
  • Experience Required: One (1) year of customer service or lending experience in a financial institution,
  • Experience Preferred: Two (2) years of customer service or lending experience in a financial institution


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