Lending Services-Member Service Representative - Hybrid Remote

Lensa; Dallas (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading credit union is seeking a Member Service Representative to manage member calls and loan applications. This hybrid remote position requires strong service orientation and multitasking abilities. Candidates should possess an Associates Degree and relevant lending experience, with a focus on enhancing member relationships and achieving sales goals.

Qualifications

• At least six months of related lending experience.
• Ability to handle member inquiries and promote products.
• Proficiency in necessary software and tools.

Responsibilities

• Handle loan applications and member inquiries.
• Achieve sales goals for loan products.
• Open accounts and assist with transactions.

Skills

Service-oriented

Self-motivated

Multi-tasking

Excellent phone etiquette

Knowledge of lending procedures

Education

Associates Degree or equivalent

Tools

CRM tools (PRISM)

Microsoft Office

Job description

Lending Services-Member Service Representative - Hybrid Remote

Apply now through Lensa, the leading career site, for this position with Advancial, a prominent credit union. The role involves handling member calls, processing loan applications, opening accounts, and providing comprehensive credit union services. Candidates should be service-oriented, self-motivated, and capable of managing multiple tasks.

Responsibilities

1. Handle loan applications via phone, mail, or fax, and answer inquiries about loan products and services. Promote cross-selling of credit union products and electronic services.
2. Achieve sales goals for loan and ancillary products.
3. Interview applicants, gather required information, and ensure loan documentation accuracy.
4. Coordinate with centralized lending for loan approval and finalize loans with members.
5. Maintain knowledge of lending procedures, credit union policies, and software.
6. Open various types of accounts, verify eligibility, and process related transactions.
7. Assist members with transactions, research issues, and resolve concerns over the phone.
8. Process wire transfers and verify transaction details for security.
9. Maintain excellent phone etiquette, minimize call abandonment, and manage call times effectively.
10. Record messages, provide information, and respond to online member inquiries.
11. Utilize CRM tools like PRISM for lead management, referrals, and tracking sales goals.
12. Ensure proficiency with necessary computer software, including Microsoft Office.
13. Availability to work during inclement weather closures, with options for remote work or commuting, including potential overnight stays.
14. Practice The Member Advantage methodology to enhance member relationships and resolve issues.

Compensation

The hourly pay ranges from $20.69 to $25.86, depending on experience.

Qualifications

Associates Degree or equivalent, with at least six months of related lending experience, or an equivalent combination of education and experience.

About Advancial

Founded in 1937, Advancial is a large, established credit union committed to providing superior financial services and fostering a positive work environment. Recognized as a top employer, we value our employees and members alike.

Application Details

Visit our website to learn more and apply. We are an Equal Opportunity Employer, participating in E-Verify, and committed to accommodating applicants with disabilities.