Loan representative

Salary: $45000.00 to $50000.00 yearly

Description

Banking and loan service representative handling activities such as opening accounts, answering calls and e-mails, filing, early collection calls, wire transfer requests, placing check orders, reviewing online deposits, reset passwords and other online assistance, performing general account maintenance and resolve member problems, concerns and statement questions.Managing customer interactions, processing applications, and maintaining accurate records. You will also be tasked with overseeing customer accounts and taking necessary actions when required.

This organization has excellent benefits fully paid for medical and dental insurance for family coverage, PTO, strong pension plans that are on top of salary

45 k plus overtime to at least 50 k

For immediate consideration email your resume to danielle.tubero@roberthalf.c0m

Responsibilities

• Accurately process customer applications in a timely manner.
• Maintain up-to-date and precise records of customer credit information.
• Resolve customer inquiries promptly and professionally.
• Monitor customer accounts regularly and take appropriate action as per the company policies.
• Handle wire transfer requests effectively and securely.
  
  
  

80 percent of the transactions here with members are done via phone calls. Ability to interact and resolve banking issues for members with the ability to grow into Loan Operation which. Currently you will learn unsecured personal loans and auto loans and longer term you will take over home equity lines of credit and mortgages. They are looking for a motivated individual who wants to grow as they grow. The current Loan Manager is planning on retiring in a year in half. They will retire with pension and this person will be good person to learn from. This is a smaller credit union where you will have visibility to learn and grow with excellent benefits and bosses.

The person in this role will be expected to initiate, maintain and enhance member relationships by providing exceptional service including identifying opportunities to promote the Credit Union’s products and services. This person must be a good team player. Great quality of life and growth.

Duties Include But Are Not Limited To

• Cash drawer handling following the CU cash and security procedures
• Execute all servicing and banking transactions accurately following the CU compliance procedures
• Use listening, problem-solving, understanding and responding techniques to address member needs
• Proactively look for ways to enhance service by supporting CU initiatives, consulting current and potential members on how the CU can help meet member needs
• Back up loan officer’s: originating and underwriting consumer loans, assist with title work and insurance as needed
  
  
  

High school diploma or GED required. Prior experience in banking or sales preferred but will train the right person.

Premier benefits package: Medical and Dental insurance fully paid

Requirements

45 k plus overtime to at least 50k

For immediate consideration email your resume to danielle.tubero@roberthalf.c0m

Excellent Verbal And Written Communication Skills Are Essential.

Must be able to handle and resolve customer inquiries

Must be a team player, capable of working cooperatively with others to achieve common goals.

A high level of accuracy and attention to detail is mandatory.

High school diploma or GED required. Prior experience in banking or sales preferred but will train the right person.

Premier benefits package: Medical and Dental insurance fully paid, vacation and holiday pay as well as other pension plans.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to