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Member Service Representative

2 months ago


Fort Worth, Texas, United States Pyramid Consulting, Inc Full time
Job Summary

We are seeking a highly skilled and experienced Member Service Representative to join our team at Pyramid Consulting, Inc. as a contract employee. This is a 03+ months contract opportunity with long-term potential.

Key Responsibilities
  • Loan Quality Initiative: Prepare pre-closing requirements, credit analysis, and quality control of loan information.
  • Closing and Funding: Provide accurate closing and funding of mortgage loans in all 50 states plus the Virgin Islands, using the Prime Alliance LFC system.
  • Member Support: Serve in a backup role for initial member contact via incoming phone calls and for taking applications through our Prime Alliance loan origination system.
  • Department Representation: Represent the Mortgage Department in various Credit Union events, seminars, and special projects as directed by the management staff.
  • Meet Deadlines and Goals: Meet production goals and deadlines, and assist with other duties as assigned.
  • Security and Confidentiality: Ensure the security and confidentiality of all account and related information, and ensure compliance with all applicable laws and regulations.
Requirements and Technology Experience
  • Key Skills: Bank teller experience, Microsoft Office software (e.g., Word, Excel, Access, PowerPoint), high school diploma or GED, previous banking or Credit Union experience, previous mortgage lending experience.
  • Technology Experience: Previous knowledge of Client, NCUA, and client's FCU Mortgage Lending Guidelines, previous Residential Mortgage Closing and Funding experience, previous working knowledge of PC Software including Desktop Underwriting, Prime Alliance, and Episys.
  • Soft Skills: Ability to perform in a fast-paced environment, handle multiple tasks, function as an integral part of a team, skilled in above-average interpersonal and communication skills, professional telephone manners, ability to effectively communicate with all levels both verbally and written.
  • Language Skills: Ability to speak, read, and write Spanish is a plus.
  • Work Environment: Ability to work well under deadlines and high volume pressure, ability to work in a diverse work environment, ability to quickly learn and adapt well to change, ability to self-motivate with strong organization skills and capacity for attention to detail.