Lending Services Member Service Representative - Remote

Overview

The Lending Services Member Service Representative is responsible for processing loan applications, providing account information, and assisting members with their daily credit union needs in a hybrid remote work environment.

In Short

• Receives calls and interviews loan applicants.
• Processes loan applications and provides information on loan products.
• Cross-sells credit union products and services.
• Maintains knowledge of lending procedures and software.
• Opens new accounts and processes daily transactions.
• Handles member inquiries and resolves concerns.
• Maximizes service opportunities and tracks sales goals.
• Works during company closures due to inclement weather.
• Utilizes CRM system for managing leads and member data.
• Ensures compliance with credit union policies.

Requirements

• Service-oriented and self-motivated.
• Strong communication and phone etiquette skills.
• Knowledge of loan products and financial services.
• Experience with Microsoft Word and Excel.
• Ability to work in a fast-paced environment.
• Familiarity with CRM systems.
• Willingness to work flexible hours.
• Attention to detail and accuracy in transactions.
• Ability to handle multiple tasks effectively.
• Previous experience in customer service or financial services preferred.

Benefits

• Competitive salary based on experience.
• Positive work culture and employee experience.
• Opportunities for career growth and development.
• Comprehensive training and support.
• Hybrid work environment flexibility.
• Recognition as a Best Company to Work for in Texas.
• Equal opportunity employer with affirmative action policies.
• Access to financial services and products.
• Support for work-life balance.
• Participation in the Electronic Employment Verification process.