Member Service Advisor - Loan Queue 2nd Shift
About The Position
The Member Service Advisor (MSA) Loan Queue reinforces and builds member relationships by efficiently responding to service requests and soliciting purchases of loan and deposit products. The role serves members through inbound and outbound phone calls and aims to exceed member expectations by matching Credit Union products and services to members’ needs. It also makes 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 under established lending guidelines. It also provides product information and service support to members and staff, 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 multitasking environment, solve problems, and 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 for 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 in a timely manner, 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
