Call Center Loan MSR
4 weeks ago
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
- 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
- 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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