Service Representative Expert

4 days ago


Tacoma, Washington, United States Cascade Federal Credit Union Full time

As a Member Service Representative at Cascade Federal Credit Union, you will play a critical role in ensuring the satisfaction and retention of our valued members.

Job Overview

This position involves assisting members with inquiries, requests, and problems in a friendly, respectful, courteous, and professional manner. You will contribute to member satisfaction and retention by expanding member relationships through cross-selling all available products and services. Additionally, you will provide accurate routine member transactions in accordance with Cascade Federal Credit Union's policy.

Key Responsibilities
  • Assist potential borrowers with completion of initial loan applications; review submitted applications for accuracy and completion, requesting additional information or detail as needed.
  • Verify information and financial history provided; acquire borrowers' credit reports from major credit reporting bureaus.
  • Submit applications to credit analysts or examine application and creditworthiness of potential borrowers; determine or make recommendations regarding approval or denial/modification of requested loan.
  • Ensure loan agreements are completed according to policy; calculate and explain payment schedules.
  • Explain different lending and credit options and bank products to potential and current clients.
  • Maintain credit and lending records and files.
  • Maintain a robust referral network in the local banking community with builders, real estate agents, and other related businesses.
  • Provide high priority to member satisfaction; act in accordance with Cascade Federal Credit Union's expectations.
  • Report to work on time, as scheduled, and abide by Cascade Federal Credit Union's Policy concerning attendance and truancy.
  • SAFE Act Compliance, MLO registration, and NMLS registration.
  • Assist with branch balancing and calculating end-of-day totals.


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