OneAZ Credit UnionPosted 3 weeks ago

Virtual Banker - Onsite

OneAZ Credit UnionPosted 3 weeks ago

$43,930–$43,930 year

On-sitePhoenix, Arizona, United States

Phoenix, Arizona, United StatesOn-siteFull Time$43,930–$43,930 yearMedium

Full TimeMedium

Job Summary

Process new member and deposit account applications received via web or phone channels, gathering necessary information to complete funding. Respond to incoming calls, chats, and online inquiries regarding consumer loans, lines of credit, vehicle loans, and deposit accounts. Conduct outbound lead calls to bring in new members and cross-sell products, while managing the pipeline of loan and deposit applications through funding. Review credit reports, debt-to-income ratios, and loan-to-value information to resolve escalated issues and perform required research. Use electronic signature software to process loan and account documents, ensuring compliance with membership eligibility and regulatory standards. Manage pull-through ratios and report on performance obstacles while partnering with Member Care associates and back-office support.

Required Qualifications

High School diploma or GED (General Education Development)
3 to 5 years of similar or related experience
Customer service experience, preferably in financial institution and/or call center
High proficiency in strong professional written/verbal communication skills, multitasking ability, and telephone etiquette
Ability to communicate effectively to members, vendors, and internal associates regarding sensitive inquiries, requests and complaints by email or phone
Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations
Ability to effectively lead and coach others
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness
Ability to effectively maintain knowledge of the Credit Union's membership eligibility
Ability to effectively conduct onboarding dialogue for new members, including outbound contact Lending Support
Ability to effectively process consumer loan applications from members/prospective members that have applied via the web or phone channel
Ability to effectively review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
Ability to effectively explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products
Ability to effectively develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking
Ability to effectively gather the necessary stipulations to see the loan application to funding
Ability to effectively use electronic signature software to send and process loan and account documents for members
Ability to effectively perform required research to resolve escalated issues
Ability to effectively manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present
Ability to effectively perform funding duties for all consumer loan products unsecured and secured
Ability to effectively process new members and deposit account applications from members/prospective members that have applied via the web or phone channel
Ability to effectively gather the necessary information to complete deposit account applications to funding
Ability to effectively respond to new member lead requests, document activities in MXP, follow up with new member inquiries
Ability to effectively communicate with prospective members about our products, the value of membership and services with accuracy and timeliness

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started