Member Services Representative
2 months ago
At SESLOC Credit Union, we're committed to delivering exceptional financial services to our members. As a Member Services Representative, you'll play a vital role in achieving our branch goals by providing top-notch support and guidance to our members.
Key Responsibilities- Loan Origination and Review: Originate loan applications, review loan files to ensure completeness, and maintain contact with members to ensure loan process steps are completed.
- Member Account Services: Provide information about share application processes, credit union products, and services, and complete all required steps in the account opening and closing process.
- Financial Education and Promotion: Educate and promote credit union ancillary products, and assist members with loan payments, withdrawals, and transfers.
- Account Maintenance and Support: Perform member account maintenance, support members with fraud disputes, and respond promptly to member inquiries.
- Branch Support: Assist branch management with monthly and quarterly audits, and support remote access for members.
- Education and Experience: A High School Diploma or GED and one to three years of similar or related experience, including time spent in preparatory positions.
- Skills and Qualifications: Strong attention to detail, organization, communication, and computer skills, with a passion for sales and a commitment to fostering sound relationships with others.
- Certifications and Registrations: Registered or qualified to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO), and maintain annual registration requirements.
As a Member Services Representative at SESLOC Credit Union, you'll have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional member service and achieving business goals.
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San Luis Obispo, California, United States SESLOC Credit Union Full timeMember Services RepresentativeAt SESLOC Credit Union, we're committed to providing exceptional member experiences. As a Member Services Representative, you'll play a vital role in achieving our branch goals by delivering top-notch financial and educational services to our members.Key Responsibilities:Originate loan applications and review loan files to...
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