Call Center - Financial Coach

Provide extraordinary member service by engaging with members to meet financial needs, proactively recommending credit union products, and accurately addressing service needs. Process consumer loan applications for new and existing members, perform account maintenance, and coordinate post-application activities while collecting required documentation. Engage members to discuss overall financial wellness, including credit reports, and analyze alerts to mitigate fraud using prevention tools. Review applications for accuracy, prepare closing documentation, and fund approved loans via electronic signature. Assist with product questions and resolve member escalations within the Member Help Center queue. Ensure proper policies, procedures, and risk mitigation activities are followed, reporting gaps to leadership.