Senior Member Advisor

REV Federal Credit Union • Wilmington, NC

10d

About The Position

The Senior Member Advisor serves as a point of contact for members, efficiently addressing loan and share inquiries. The role demonstrates the REV brand by building strong member relationships and providing competent, courteous, and attentive service. The advisor interviews and assists members with membership, share, loan, and junior real estate applications; supports loan processing and disbursement; maintains documentation and records; and identifies opportunities to cross-sell services.

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 loan authority limits.
• 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, and properly document interviews and service requests.
• Identify cross-sell opportunities and cross-sell services to members.
• Assume related duties as required or assigned.

What This Job Offers

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