Member Relationship Specialist

1 week ago

San Antonio, Texas, United States CU Student Choice Partners LLC Full time
Job Description

The Member Relationship Specialist will work directly with a wide variety of members to ensure a stellar experience from start to finish.

As part of the role, you will review borrower documents, identify any additional documents needed, answer questions, proactively work on following up on any outstanding items, assist in problem-solving with borrower applications, and manage all application items from beginning to end.

The Member Relationship Specialist maintains an ongoing book of business to track all members assisted as well as specific actions taken, roadblocks encountered, and end results.

This position is responsible for delivering world-class member service at every turn, effectively managing pipeline activities to ensure timely completion, and thoroughly documenting the process.

Responsibilities
  • Process borrower documentation to complete the application process
  • Use industry and application knowledge to identify what else may be required from members
  • Work one-on-one with members throughout their entire application process
  • Work through loan underwriting and processing with members
  • Tailor service to individual needs of the members
  • Ensure all underwriting requirements are met on each application
  • Collaborate with internal partners and clients for member resolution
  • Process escalated/review requests from beginning to end
  • Maintain a book of business with all members assisted
  • Thoroughly document all interactions and actions taken
  • Work with leadership to identify opportunities to streamline application fulfillment
  • Review and screen various reporting to identify members in need of assistance
  • Perform additional related duties and projects as requested
Qualifications
  • High School Diploma or GED, Associates Degree/Bachelor's Degree or equivalent work experience
  • Student lending, financial aid, consumer lending, or credit union experience strongly preferred
  • Ability to succeed in a high-volume, fast-paced environment
  • Excellent written and verbal communication skills
  • Self-motivated and able to track, prioritize, and ensure completion of multiple concurrent tasks
  • Excellent people skills
  • Organized, with a keen attention to detail and follow-up
  • Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Ability to handle and safeguard confidential and proprietary information
  • Exhibit superior professionalism and style in internal and external communications

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