Branch Loan Support Specialist
2 months ago
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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