Member Service Advisor - Loan Queue 2nd Shift

United Federal Credit UnionSaint Joseph, MI
Onsite

About The Position

The Member Service Advisor (MSA) Loan Queue reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. Contact with members is via inbound and outbound phone calls. This position is responsible for consistently exceeding member expectations by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending decisions based on established guidelines.

Requirements

  • High school diploma or equivalent required.
  • Minimum of two years’ 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-motivated with demonstrated sales skills.
  • Knowledge of Credit Union products, services, and banking regulations.
  • Ability and willingness to adapt to continual change.

Nice To Haves

  • Some college preferred.

Responsibilities

  • Sell and deliver Credit Union loan products and services, including add-on products. This includes gathering information to complete loan applications, evaluating credit reports, and approving or denying requests based on established lending guidelines.
  • Act as the primary source of product information and service support for member and staff inquiries via phone, provide timely problem resolution and account maintenance.
  • Provide accurate, complete, and consistent documentation.
  • Sell and deliver all Credit Union investment and convenience products and services.
  • Obtain and maintain a high level of knowledge of all Credit Union products and services.
  • Participate in and contribute to training and team development.
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