Job Description
POSITION SUMMARY
Responsible for answering applicant loan questions via phone, email, chat, video conference and any other communication channels the credit union may provide in a professional and efficient manner. Be the primary contact person for the branches. Must give accurate information to our members regarding their loan applications and next step processes.
ESSENTIAL FUNCTIONS
KNOWLEDGE, SKILLS AND ABILITIES
- Ability to read and write.
- Ability to deal with numbers effectively; proficient math knowledge.
- Ability to provide courteous and professional service to members.
- Ability to work effectively with people at all levels.
- Ability to effectively and efficiently communicate orally, in writing, and by phone.
- Ability to analyze situations related to position and make sound decisions.
- Ability to learn, apply, and communicate knowledge of credit union products, services, and procedures.
- Ability to learn, apply, and communicate credit union collection policies and procedures.
- Ability to input and retrieve data from computer.
- Ability to use a calculator.
- Ability to type accurately.
- Ability to use and learn office machines (i.e., copier, fax, terminals).
- Ability to use multiple systems and websites proficiently and correctly.
- Ability to obtain and maintain a Louisiana credit license and an NMLS ID.
TRAINING AND EXPERIENCE
High school diploma or equivalent required. One to two years financial services experience (preferably in a call center environment or retail sales) and/or training; or equivalent combination of education and experience.
Salary: DOE
FLSA Status: Non-Exempt
Reports to: AVP Lending Call Center
Location: Perkins Branch
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