MSA - Loan Queue
About The Position
The Member Service Advisor (MSA) Loan Queue reinforces and builds member relationships through efficient responses to service requests and solicitation of new loan and deposit product purchases. Member contact is through inbound and outbound phone calls. The position is responsible for exceeding member expectations by matching Credit Union products and services to members’ needs and making appropriate lending decisions under established guidelines. The role sells and delivers Credit Union loan products and services, gathers information for loan applications, evaluates credit reports, and approves or denies requests based on lending guidelines. It also provides product information, service support, problem resolution, and account maintenance for members and staff; maintains accurate documentation; sells investment and convenience products; develops product knowledge; and contributes to training and team development.
Requirements
- High school diploma or equivalent.
- At least two years of experience in a related field.
- NMLS registration required upon hire.
- Excellent communication skills.
- Good business writing skills.
- Computer literacy and keyboarding skills.
- Thorough knowledge of lending principles.
- Analysis and resolution skills.
- Self-motivation and demonstrated sales skills.
- Knowledge of Credit Union products, services, and banking regulations.
- Ability and willingness to adapt to continual change.
- Ability to identify member and staff needs, exercise good judgment, and make sound decisions quickly.
- Ability to work under pressure and concentrate in a multitasking environment.
- Ability to maintain a positive attitude when resolving member or staff issues.
Nice To Haves
- Some college.
Responsibilities
- Sell and deliver Credit Union loan products and services, including add-on products; gather information to complete loan applications, evaluate credit reports, and approve or deny requests under established lending guidelines.
- Provide product information and service support to members and staff by phone, resolve problems promptly, and perform account maintenance.
- Provide accurate, complete, and consistent documentation.
- Sell and deliver Credit Union investment and convenience products and services.
- Obtain and maintain a high level of knowledge of Credit Union products and services.
- Participate in and contribute to training and team development.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
