Senior Member Advisor

REV Career•Wilmington, NC

10d

About The Position

The Senior Member Advisor serves as a point of contact for credit union members, efficiently addressing loan and share inquiries. The role demonstrates the REV brand by building strong member relationships and delivering competent, courteous, and attentive service. The advisor assists members with applications and loan processing while ensuring services comply with credit union policies and legal requirements.

Requirements

High school diploma.
1–3 years of relevant experience.
Performance-driven sales and service delivery skills.
Process improvement skills.
Ability to communicate effectively and courteously.
Self-motivated and goal-oriented.
Ability to use diplomacy.
Excellent telephone etiquette.
Excellent organizational and time management skills.

Responsibilities

Interview and assist members with applications for memberships, shares, loans, and junior real estate.
Calculate loan terms, finance charges, insurance rates, and related figures for proper disclosure on promissory notes.
Gather required information to obtain loan approval within the limits of loan authority.
Disburse loans promptly and accurately.
Close loan applications in accordance with credit union policies and procedures.
Prepare miscellaneous documents and reports and maintain related records.
Ensure services comply with established credit union policies and legal requirements.
Properly document interviews and service requests.
Identify cross-sell opportunities and cross-sell services to members.
Perform related duties as required or assigned.