MEMBER SERVICES OFFICER
About The Position
Role: To assist members with their loan requests, providing clerical and administrative support needed to process and close member loans. Essential Functions & Responsibilities: Takes member loan applications and underwrites according to loan policy and procedure. Follow up with member applications and inquiries. Process the approved loans and set up date to close the loan and make disbursements. Cross-sells other services. Identifies and develops cross sell opportunities within credit union membership. Reviews online applications Files loan documents with the appropriate agencies. Answers member phone calls. Identifies and takes action to improve the group's operating methods and procedures. Performs other job related duties as assigned. Performance Measurements: Produce loan documents, reports, and new accounts with no unresolved errors according to established department standards. Prepare files for underwriting. Provide informed, prompt, professional and accurate service and support to all members and associates by responding to email, answering telephone within 3 rings and replying to messages within 2 hours. Complete, organize and close loan documentation and files in a timely manner. Develop, maintain, and demonstrate a working knowledge of credit union loan standards, policies, procedures, and applicable state and federal government rules and regulations. Troubleshoot and resolve member and internal inquiries in a timely and accurate manner. Loan underwriting within credit union policy and authorities while maintaining delinquency below 1%. Effectively promote member account relationship development. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Requirements
- Three years to five years of similar or related experience.
- A high school education or GED.
- Must have good communication skills.
- Ten key calculator, typewriter and keyboard skills
Responsibilities
- Takes member loan applications and underwrites according to loan policy and procedure.
- Follow up with member applications and inquiries.
- Process the approved loans and set up date to close the loan and make disbursements.
- Cross-sells other services.
- Identifies and develops cross sell opportunities within credit union membership.
- Reviews online applications
- Files loan documents with the appropriate agencies.
- Answers member phone calls.
- Identifies and takes action to improve the group's operating methods and procedures.
- Performs other job related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
