Onboarding Specialist

Why Work for Us

At Credit Union of New Jersey, you'll find a member-centric culture built around helping our members and giving back to our community. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

In addition, you will enjoy a robust benefits package that demonstrates our dedication to employee satisfaction to include but not limited to:

• Excellent compensation
• Benefits package for all full-time employees including medical, dental, prescription and vision insurance
• 401(k) plan, with company match
• Tuition reimbursement
• Life & disability insurance
• Voluntary supplemental life insurance
• Voluntary Benefits
• Flexible spending accounts
• Paid time-off
• 11 Paid holidays
• Receive continuous training and developmental opportunities to help employees achieve their goals
• Credit Union Membership
• Annual employee recognition dinner
• Employee discounts on credit union products and services
• Community Outreach through our Foundation

Responsibilities include, but not limited to:

• Operates computer to accurately open accounts, new loans, access account information, and generally update member account information.
• Actively markets and cross-sells current and new products and services of the credit union and attempts to educate members on the benefits and features of new, as well as existing services.
• Follows up referral leads by contacting members and working a consistent pipeline daily to generate new business for the Credit Union
• Assists in the preparation of credit information necessary to establish credit limit, including such factors as applicant’s assets, credit experience, and personal references, based on predetermined standards.
• Provides support to the loan department for online member/non-member loan application approvals to improve turnaround time for loan production and closing.
• Participates in call back nights. Contacts members for loan closing, negative shares, marketing campaign, or other credit union related matters as needed.
• Assists in CU of NJ Foundation or sponsor events to promote CU of NJ awareness and serve the community we serve during the year outside normal business hours.
• Manages scheduled onboarding communications.
• Pulls onboarding events from the onboarding queue in chronological order and mark events as completed with time and date stamp.
• Utilizes onboarding communication tool kits for completing scheduled onboarding events to take and processes loan applications generated from the onboarding center.
• Provides support to the loan department for online member/non-member loan application approvals to improve turnaround time for loan production and closing.
• Upsell Payment Protection products.
• Establish product pipeline for production tracking in CRM.
• Participates in BSA and other required regulatory and credit union training programs; and receives a passing grade on all required tests.
• Assists department with various activities including branch coverage on Saturdays and perform such additional duties as might be assigned from time to time.

Minimum Requirements:

• High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.
• Strong analytical abilities, highly motivated, goal oriented, excellent member service skills, good communicator, strong organizational and interpersonal skills.
• Outbound sales calling experience
• FICEP Certification
• Notary Public
• Nationwide Mortgage Licensing System (NMLS)

This individual must be available for scheduling during Credit Union operating hours. Staffing assignments are periodically adjusted to meet business needs. This position could be transferred to another office in the same geographic region at any time.

We are an Equal Opportunity Employer