Member Service Representative - Lending - Wetmore Office

Job ID:

184770890

Summary

To assist members and potential members with the creation and processing of loan applications with the credit union.  Obtain all required and necessary information for the loan application to be underwritten by the credit union.  Perform verification of income, valuation of collateral, verification of employment, verification of residence, and obtain accurate application information.  Create and follow-up on loan applications from telephone, telefax, and online sources.  Notify applicants of loan decisions and provide instructions regarding funding procedures.  Identify potential cross sell opportunities for back end loan products and additional loans and recommendations to applicants as well as underwriters.  Perform basic funding operations for loans.  Meet or exceed credit union goals as established by management.

 

Description

50%     Create, process, and follow up on new loan applications submitted by telephone, fax,                

 

             or online.  Obtain all necessary information required to make underwriting decisions.

 

              Notify members of lending decisions and assist members in the funding process.

 

15%     Identify cross-sell opportunities and cross-sell services to members.                    

 

15%     Verify that appropriate records are maintained and required reports are                  

 

             prepared including compilation and assembly of loan documents into files for record keeping.

 

10%     Basic funding of loans.                                                                                          

 

  5%     Processes and inputs data on the computer system.                                              

 

  5%     Performs other duties as assigned.  

Requirements

  1. To provide accurate, courteous, friendly, timely and professional service to all members and other employees.
  2. To assist members submitting loan applications via phone, fax, or internet.
  3. To respond to all correspondence in a timely manner.
  4. To meet required loan application goals established by management. 
  5. To respond to all telephone messages in a timely manner.
  6. To accurately process verification of income calculations.
  7. To perform basic funding of loans utilizing electronic signature technology.
  8. Meet assigned sales goals and service standards.

General Information

Location
971 W Wetmore Rd
Tucson, AZ 85705
Base Pay
$ 15.00 - $ 15.00 / Hour
Minimum Experience
1 year
Job Categories
  • Banking
  • Finance
  • Sales
Required Degree
High School

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