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
Loan Relationship Agent
Respond to member inquiries and requests regarding loans, including but not limited to providing members with their loan status. Responsible for answering applicant loan questions via phone, email, chat, video conference and any other communication channels the credit union may provide in a professi...
Consumer Loan Sales Specialist
Consumer Loan Sales Specialist. At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development...
Project Manager (Civil Construction)
The Project Manager will ensure that all goals or objectives of the project are accomplished within safety guidelines, as well as all designated quality, schedule, and budget requirements. Coordinate resources with other project managers, general superintendent, project engineer, etc. Civil Infrastr...
Customer Service Representative
As a Customer Service Representative, your primary focus will be on providing excellent customer service, processing customer orders, resolving inquiries, and maintaining a high level of organization. We are looking for a meticulous and customer-focused Customer Service Representative for our client...
Entry Level Sales Representative
Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. As an Entry Level Direct Sales Associate at Summit, you'll be the driving force in forging new relationships with business owners and key decision-makers across small to medium-sized businesses. ...
Sales Representative (Remote and No Experience Needed)
Following our established system, our sales representatives have historically achieved earnings surpassing $100,000 within their initial year. Collaborating closely with mentors and functioning as part of a team, our sales representatives. Stratford Davis Staffing is proud to bring this opportunity ...
Administrative Assistant Admin Work From Home - Part-Time Focus Group Panelists
No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists. Administrative assistant admin experience is not necessary. If you are an administrative assistant or someone just looking for a flexible part time remote work...
Administrative Assistant
Here is what you can expect when you join our Village as an Administrative Assistant:. Be the "face" of one of our outpatient or hospital facilities-and use your administrative skills to impact the lives of our patients and their families. Medical secretary or secretarial certification is preferred-...
Licensed Insurance Customer Service Representative
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly custome...
Pharmaceutical Sales Representative Opportunity with Galt Phranchisee, Grace Pharma, LLC, for the Ba
Pharmaceutical Sales Representative Opportunity with Galt Phranchis. The role of the Pharmaceutical Sales Representative is to develop and manage accounts within the territory through provider offices and retail distribution, while effectively managing expenses. The Pharmaceutical Sales Representati...