Job Overview
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
Paid holidays
Job Description
The hiring establishment is a reputable financial institution focused on providing exemplary member services, particularly within the home loan sector. As a cornerstone of the credit union’s branch network, the Home Loan Center is dedicated to assisting members and prospective applicants with various loan inquiries and processing activities. This institution prides itself on maintaining a member-centric environment, where quality service and operational efficiency are paramount. This credit union serves a diverse member base by offering a broad spectrum of financial products, including home loans, designed to meet individualized financial goals and promote customer satisfaction. As a community-focused entity, it strives... Show More
Job Requirements
- High school diploma or GED
- minimum six months of customer service or reception experience
- preferred home loan or financial experience
- ability to lift 25 lbs
- ability to bend, stoop, and reach overhead
- ability to perform job functions independently or with limited supervision
- capability to read and follow written and oral instructions
- clear speech and effective communication skills
- ability to handle multiple and changing priorities
- discretion with confidential matters
- proficiency with Windows environment and office equipment
Job Qualifications
- High school diploma/GED
- six months of customer service/reception experience
- preferred financial or home loan experience
- ability to manage multiple tasks effectively
- strong communication and interpersonal skills
- proficiency with Microsoft Office and office equipment
- ability to maintain confidentiality and exercise discretion
Job Duties
- Greet, screen members and direct to appropriate personnel
- manage Lobby Tracker, lobby traffic and rotation of team members
- address member inquiries on current home loan programs as well servicing inquiries
- manage, track, and assign online home loan applications to appropriate loan officers
- manage, upload and assign faxes to appropriate personnel
- make copies of documents provided by members/applicants and upload to the corresponding system
- ensure neatness of Home Loan Center lobby area, supply room and printer stations
- answer incoming calls and route to appropriate personnel
- ensure adequate office supplies are on hand, order as needed
- cross sell credit union services
- schedule FedEx package pickup
- schedule cross training when requested by department managers
- follow current policies and procedures as set by the Board of Directors
- comply with financial industry rules and regulations as required by law
- perform all other duties as assigned
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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