What are the responsibilities and job description for the Loan Call Center Representative position at Loyalty Credit Union?
Responsibilities: Responsible for assisting members with processing internet, phone, and email loan application requests and maintenance of accounts.
- Interviews members to ascertain their specific financial needs and any other circumstances
- Gathers necessary documentation to support applications
- Provides lending authority and presents loan applications for more than his/her lending authority for approvals or denials as determined by Management
- Maintains proficiency of membership and loan application systems
- Opens new accounts when loan applications are processed via the mail, internet, phone, or email and responds to calls and emails from existing member loan accounts
- Closes loans and cross sells all credit union products/services
- Coordinates scheduled closings at all branches when unable to close by e-signature
- Continually reviews loan policy to be familiar with all loan guidelines and regulations
- Employee’s responsibilities regarding BSA – OFAC – AML – CTR laws, rules, and regulations:
A. Attain and maintain acceptable level of knowledge of laws, rules and
regulations including all updates and changes
B. Complete and accurately submit all necessary forms required by the laws
rules and regulations
C. Complete all steps required in laws, rules, and regulations
- All other duties assigned by Management
Job Type: Full-time
Pay: $17.22 - $25.83 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
People with a criminal record are encouraged to apply
Work Location: In person
Salary : $17 - $26
