POSITION SUMMARY
Responsible for answering applicant loan questions via phone, email, chat, video conference and any other communication channels the credit union may provide in a professional and efficient manner.
Be the primary contact person for the branches. Must give accurate information to our members regarding their loan applications and next step processes.
ESSENTIAL FUNCTIONS
- Communicate with branches via phone, chat, video conference or email when members are there to apply for or fund a loan.
- Responsible for sending out emails to all declined applications.
- Respond to member inquiries and requests regarding loans, including but not limited to providing members with their loan status.
- Assist members with loan related errors and concerns, taking corrective action as needed.
- Proactively promote and sell credit union products and services.
- Establish and expand current relationships with members by determining additional product and services needs for the member.
- Answer questions regarding loan applications from the branches.
- Utilize the lending origination system (LOS).
- Educate and promote the use of multiple delivery channels for member convenience and Protection Solution packages.
- Provide assistance with inbound / outbound sales and service calls into the Call Center.
- Maintain knowledge of and comply with the Bank Secrecy Act as it relates to this position.
- Perform other duties as required or assigned by management.
KNOWLEDGE, SKILLS AND ABILITIES
- Ability to read and write.
- Ability to deal with numbers effectively; proficient math knowledge.
- Ability to provide courteous and professional service to members.
- Ability to work effectively with people at all levels.
- Ability to effectively and efficiently communicate orally, in writing, and by phone.
- Ability to analyze situations related to position and make sound decisions.
- Ability to learn, apply, and communicate knowledge of credit union products, services, and procedures.
- Ability to learn, apply, and communicate credit union collection policies and procedures.
- Ability to input and retrieve data from computer.
- Ability to use a calculator.
- Ability to type accurately.
- Ability to use and learn office machines (i.e., copier, fax, terminals).
- Ability to use multiple systems and websites proficiently and correctly.
- Ability to obtain and maintain a Louisiana credit license and an NMLS ID.
TRAINING AND EXPERIENCE
High school diploma or equivalent required. One to two years financial services experience (preferably in a call center environment or retail sales) and / or training;
or equivalent combination of education and experience.
Salary : DOE
FLSA Status : Non-Exempt
Reports to : AVP Lending Call Center
Location : Perkins Branch
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