Senior Member Experience & Lending Specialist

Page Mechanical Group, Inc.; Springfield (MO); On-site; USD 30,000 - 40,000; Full time

Job summary

A financial institution in Springfield, Missouri is looking for a Customer Service Representative to manage incoming calls, process loan applications, and assist members with account services. The ideal candidate should possess strong communication and math skills, experience in a financial setting, and the ability to work effectively with team members. Responsibilities include answering calls, processing loans, maintaining accurate records, and providing excellent customer service. This position contributes to meeting the overall lending and account goals of the organization.

Qualifications

• Knowledge of New Account and Loan operations and procedures.
• Basic understanding of Credit Union operations.
• One to three years’ experience working in a Financial Institution.

Responsibilities

• Answer incoming calls to complete requests or direct to appropriate personnel.
• Process and close loan applications for consumer loans and credit cards.
• Open new accounts and ensure required documentation is accurate.
• Sell additional products and services during loan processing.
• Coordinate and process closings and calculate payments.

Skills

Good communication and organization skills

Proficient math skills

Sales experience

Cooperative and able to coordinate well with others

Education

High school graduate or equivalent

Job description

A financial institution in Springfield, Missouri is looking for a Customer Service Representative to manage incoming calls, process loan applications, and assist members with account services. The ideal candidate should possess strong communication and math skills, experience in a financial setting, and the ability to work effectively with team members. Responsibilities include answering calls, processing loans, maintaining accurate records, and providing excellent customer service. This position contributes to meeting the overall lending and account goals of the organization.