Loan Services Representative
1 week 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.
- Proactively advocate for credit union products and services to members.
- Employ diverse communication methods such as phone, email, chat, and video conferencing to resolve applicant inquiries.
Key Responsibilities:
- Coordinate with branches on loan applications and funding processes.
- Issue notifications for declined applications via email.
- 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 Skills and Qualifications:
- Excellent written and verbal communication skills.
- Strong numerical aptitude 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.
Education and Experience:
- 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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