Branch Loan Support Specialist

2 months ago


Baton Rouge, Louisiana, United States Neighbors FCU Full time
Job Overview

Position Summary:

  • Serve as the primary liaison for branch inquiries concerning loan applications.
  • Deliver precise information and support to members regarding their loan status and application procedures.
  • Actively promote credit union offerings and services to members.
  • Engage with applicants through various communication methods including phone, email, chat, and video conferencing.

Key Responsibilities:

  • Coordinate with branches on loan applications and funding processes.
  • Notify members via email regarding declined applications.
  • Address member inquiries about loans and provide timely status updates.
  • Assist members with loan-related issues and discrepancies.
  • Encourage members to explore credit union products and services.

Required Knowledge, Skills, and Abilities:

  • Excellent written and verbal communication skills.
  • Strong numerical skills for effective data handling.
  • Capability to deliver professional service to members.
  • Adept at evaluating situations and making informed decisions.
  • Familiarity with credit union products, services, and operational procedures.

Qualifications:

  • High school diploma or equivalent is mandatory.
  • Preferred experience of one to two years in financial services.
  • Experience in a call center or retail sales setting is advantageous.

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