Senior Member Advisor

REV Federal Credit Union; Wilmington (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

REV Federal Credit Union is seeking a Senior Member Advisor to serve as a primary contact for members. You will efficiently address loan and share inquiries, build strong member relationships, and provide courteous, attentive service in line with the REV brand.

You will interview and assist members with applications, calculate loan terms and disclosures, gather information for approvals, and help ensure policy compliance and proper documentation.

Qualifications

• 1–3 years of relevant experience.
• Ability to communicate effectively and courteously.
• Self-motivated and goal oriented.
• Excellent organizational and time management skills.
• Capable of carrying out duties with attention to policy.

Responsibilities

• Interviews and assists members with applications for memberships, shares, loans, and junior real estate.
• Calculates terms, finance charges, insurance rates, etc. on loans for proper disclosure on promissory notes.
• Gathers all required information to gain loan approval within limits of loan authority.
• Disburses loans promptly and accurately.
• Closes loan applications in accordance with Credit Union policies and procedures.
• Prepares miscellaneous documents and reports and maintains related records.
• Ensures services are provided in accordance with policies and are legally compliant; documents interviews and requests.
• Identifies cross-sell opportunities and cross-sells services to members.
• Assumes responsibility for related duties as required or assigned.

Skills

Sales-driven

Communication skills

Time management

Customer service

Job description

The Senior Member Advisor will act as point of contact for our members. In this role you will efficiently address loan/share inquiries received. The Senior Member Advisor will demonstrate the REV brand by building strong member relationships and providing competent, courteous, and concerned service to all members.

Duties & Responsibilities

• Interviews and assists members with applications for memberships, shares, loans, and junior real estate.
• Calculates terms, finance charges, insurance rates, etc. on loans for proper disclosure on promissory notes.
• Gathers all required information to gain loan approval within limits of loan authority.
• Disburses loans promptly and accurately.
• Closes loan applications in accordance with Credit Union policies and procedures.
• Prepares miscellaneous documents and reports and maintains related records.
• Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures interviews and service requests are properly documented.
• Identifies cross-sell opportunities and cross-sells services to members.
• Assumes responsibility for related duties as required or assigned.

Skills & Qualifications

• 1-3 years of relevant experience

Skills/Abilities:

• Performance driven sales and service delivery
• Process improvement skills
• Ability to communicate effectively and courteously.
• Self-motivated and goal oriented
• Ability to use diplomacy
• Excellent organizational and time management skills

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Team Player

Works well as a member of a group

Dedicated

Devoted to a task or purpose with loyalty or integrity

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Enthusiastic

Shows intense and eager enjoyment and interest

Motivations

Self-Starter

Inspired to perform without outside help

Goal Completion

Inspired to perform well by the completion of tasks

Growth Opportunities

Inspired to perform well by the chance to take on more responsibility

Ability to Make an Impact

Inspired to perform well by the ability to contribute to the success of a project or the organization

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.