MEMBER SERVICE REPRESENTATIVE II
On-siteChurubusco, Indiana, United States
Job Summary
Deliver exceptional customer service by proactively educating members to support their financial wellness and identifying opportunities to match credit union products with their needs. Guide members through loan transactions, including purchases, refinances, and consolidations, while performing calculations of interest and fees. Partner with clients to collect and verify documentation, ensuring a smooth loan process, and effectively communicate features of business accounts, IRAs, HELOCs, and debt protection products. Provide leadership support within the branch by fostering collaboration and stepping up when coverage is needed. Maintain an NMLS license, adhere to regulatory policies, and stay updated on industry trends. Collaborate with team members to achieve branch goals and objectives.
Required Qualifications
- 1-3 years of similar or related experience
- High School Diploma/GED or Equivalent
- General experience and knowledge with computers and technological applications
- Ability to communicate effectively, multitask, and solve problems with sound reasoning
- Perform basic math functions such as add, subtract, multiply, divide, etc.
- A strong understanding of lending processes and regulations
- Maintain a NMLS license and meet continuing education requirements
Desired Qualifications
- Preferred Experience: Banking and/or Lending
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