This position will be responsible for answering telephone inquiries regarding consumer, home equity and mortgage loan applications, aiding in rendering credit decisions on consumer loans in accordance with Credit Union policy, and providing quality internal and external member service.
Additional duties include inputting consumer, home equity and mortgage applications in accordance with Credit Union lending policy.
S3 has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business and they were all created with a unique cultural foundation.
Take consumer, home equity and mortgage applications via phone and render a credit decision on consumer applications in accordance with Credit Union policy when applicable
Discuss appropriate loan programs with members, and arrange and tailor loans to meet member needs
Refer loan applications that fall outside of the Lending Call Group Representative’s approval level to an underwriter or loan office for further review
Discuss adverse action reasons with members as appropriate
Determine member eligibility for membership to the credit union
Cross sell other Credit Union products and services when possible
Provide member assistance for loan applications already in process
Respond to member email inquiries
Work in collaboration and partnership with other team members
Additional job related projects as assigned by management
Associate’s degree or equivalent relevant work experience in a Call Center Lending environment
Knowledge and experience in handling consumer, mortgage and home equity loan products
Outstanding customer service skills
Customer focused, solutions oriented problem solver
Sales experience strongly preferred
Ability to think creatively and offer input for improving the member experience
NMLS license preferred. If not licensed then ability to complete the requirements to obtain license, including credit and background check
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
Strong communication skills, both verbal and written, are necessary
Excellent customer service skills with a high attention to detail
Prioritize workload based on department requirements and customer needs
Strong analytical skills required with a high degree of accuracy
Ability to work flexible hours as needed
Ability to multi-task in other areas of the unit
Aptitude to work independently as well as part of a team
Help us improve CareerBuilder by providing feedback about this job:
Report this job
Report this Job
Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to ourTrust and Site Security Team
Job ID: 1113
privacy and protection,
when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder
Terms and Conditions
for use of our website. To use our website, you must agree with the
Terms and Conditions
and both meet and comply with their provisions.