Contact Center Lender
SUMMIT CREDIT UNION
JOB REQUIREMENTS: Description Summit Credit Union is seeking a member
focused professional to join our contact center as an Contact Center
Lender! If you enjoy strengthening peoples financial stability and
helping members reach their goals, this role is for you! As a Contact
Center Lender you are responsible for prompt, courteous, and thorough
assistance to members/potential members using the telephone and other
customer access points. You will be conducting phone interviews,
completing loan requests, and providing timely loan decisions to our
members. Key Responsibilities Process Contact Center Loans Prepare
consumer loan documents for Contact Center Loans. Verify loan details
with member. Works with the member to determine best avenue for loan
disbursement to ensure convenience for the member. Communicates closing
appointment details with branches as applicable Manages the DocuSign
process for the Contact Center Processes DMV requests for the Contact
Center Manages insurance verification for the Contact Center loans
Underwriting and Queue Management Conduct loan interviews and complete
loan applications for applicants for all consumer loan types. Makes
outbound calls to applicants whose loans are in pending queue in order
to bring more loans to a closed status Assist new and/or existing
members meet their financial goals by building and maintaining
beneficial member relationships as well as assisting them in meeting
their financial needs Takes ownership of customer situations, corporate
goals and philosophy and call center goals and objectives
Qualifications/Skills/Experience Required: Associate degree in a
Business-related field, with emphasis in finance or banking preferred.
Two years consumer lending experience. In addition to a combination of 2
years experience in the following areas: Public contact/customer
service, call center, loan underwriting. Excellent verbal, written and
interpersonal communication skills Ability to hear, assimilate and solve
problems quickly, using a customer service approach Demonstrated ability
to build loyal customer relationships through effective use of sales,
service recovery, interpersonal skills and customer referrals. Working
knowledge of commonly accepted principles of lending. Excellent
organizational skills and work habits. Knowledge of current Federal,
State and Local laws and regulations as they pertain to the granting of
credit. Demonstrated ability to consistently exercise sound judgment in
credit granting decisions. Customer service and sales knowledge and
skills applicable to both the lending and retail financial setting.
Multi-task abilities. Ability to obtain NMLS number Perks: This is not
your typical “smile-and-dial” environment. We work hard, collaborate,
and have fun! You have a… For full info follow application link.
Summit Credit Union is proud to be an Equal Opportunity and Affirmative
Action Employer of Veterans, Minorities and Individuals with
Disabilities. APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/EBDDB2C7BB31454C