MSA - Loan Queue

University Federal Credit Union • Reno, NV

7d

About The Position

The Member Service Advisor (MSA) Loan Queue reinforces and builds member relationships by responding efficiently to member service requests and soliciting new loan and deposit product purchases. Contact with members is through inbound and outbound phone calls. The role is responsible for exceeding member expectations by matching Credit Union products and services to members’ needs and making lending decisions in accordance with established guidelines.

The position sells and delivers Credit Union loan products and services, including add-on products; gathers information for loan applications; evaluates credit reports; and approves or denies requests based on lending guidelines. It also provides product information and service support to members and staff by phone, resolves problems, maintains accounts, documents work accurately, supports sales of investment and convenience products, maintains 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 and 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, use good judgment, and make sound decisions quickly.
• Ability to work under pressure, concentrate in a multitask environment, and maintain a positive attitude when resolving member or staff issues.
• Ability to talk and keyboard simultaneously.

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 based on 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED