Member Services Representative II / Loan Processor

Overview
The primary purpose of this position is to assist Catholic and Community Credit Union members and living out our service mission. “Improving our members financial wellbeing”, by delivering outstanding service. A key component of this service is to identify member needs and recommend appropriate credit union solutions.

Duties

• Greet and welcome members and visitors to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.

• Provide in-person and by-telephone general and specific service-related information concerning credit union loan products, loan process, completing loan applications, or providing information on credit union products and policies.

• May reply to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.

• Respond to members’ requests, problems, and complaints, resolving issues, and/directing them to the appropriate person for specific information and assistance. May handle more complex questions and problems for other Member Service Representatives.

• Open new accounts when necessary and service existing accounts. Set up new account files and provide members with all necessary information for membership.

• Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.

• Discuss loan option, complete loan applications, process loan documentation required, and request supporting loan documents as necessary.

• Conduct orientation interviews on credit union services and programs with each new credit union member.

• Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account. Actively cross-sell products.

• Up-to-date and comprehensive knowledge of all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-day and comprehensive knowledge of all related policies and procedures, rules, and regulations.

• Provide information on investment alternatives to members wishing to deposit funds with the credit union.

• Research accounts for deposit, withdrawal, and loan-payment discrepancies.

• Assist members in balancing their accounts.

• Assist members in opening individual retirement accounts.

• Obtain a NMLS number to serve members with questions about home equity loans

• Meet product and service goals on a monthly basis.

• Works universally and collaboratively to achieve overall branch objectives

Work involves much personal contact with others inside and our outside of the credit union

This job description is not a complete state of all duties and responsibilities comprising of this job description

Job Type: Full-time

Pay: From $14.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Referral program

Physical Setting:

• Office

Schedule:

• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Belleville, IL 62221: Relocate before starting work (Required)

Work Location: In person

Salary : $14