Loan Application Analyst

Pennsylvania State Employees Credit Union•Harrisburg, PA

6d•Onsite

About The Position

The Loan Application Analyst provides superior service to all member callers by assisting with phone loan application entry, providing product knowledge, and processing loan applications. Schedule: Monday - Friday 9:00am – 5:00pm. Every Saturday: 8:00 am – 4:00pm. Day off: Either Wednesday or Thursday

Requirements

High School (Required)

Responsibilities

Answer incoming calls promptly and provide accurate, satisfactory answers to member queries and concerns.
Assist members via email or other communication channels as needed.
Call members to inform them about new products, services, and policies.
Provide information on loan options, terms, and conditions.
Guide members through troubleshooting, navigating the company website, or using products/services.
Evaluate loan applications, verifying information provided by applicants.
Determine risks associated with lending to members based on their credit history and financial status.
Review file documentation for completeness and accuracy.
Verify applicant history with credit bureaus and other agencies to facilitate loan approval or denial.
De-escalate situations involving dissatisfied members, offering patient assistance and support.
Handle member complaints professionally and efficiently.
Assist in training new employees, ensuring they understand policies.
Collaborate with other departments to improve overall service.
While meeting quantity goals is essential, maintain a focus on call quality.
Efficiently manage call time without compromising the quality of interactions.
Make a predetermined number of outbound calls per hour, as outlined by management.
Understand that achieving these targets directly impacts team performance and overall department success.
Strive to consistently meet or surpass the monthly call expectation.
Other duties as assigned.