Service Team Coordinator – Inbound Call Center Agent
ChenMed
Loan Officer – Call Center
Mountain America Credit Union
full-time
Posted on:
Location Type: Remote
Location: Remote • Utah • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Delivers extraordinary loan member experiences through the Service Center via online, mobile and phone channels.
- Receives inbound phone calls and follows up with members on submitted online/mobile loan applications in a timely manner while adhering to established service standards.
- Completes loans from start to finish, gathers, analyzes, verifies, and processes all necessary information provided by Mountain America members.
- Assesses, Advises and Assists member to recognize and meet additional member needs by providing quality service through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams.
Requirements
- At least one year of retail banking or related sales and customer service experience.
- Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
- Ability to work efficiently and effectively within multiple channels of inquiries.
- Ability to effectively communicate with member via phone to assess, advise and assist in loan application.
- Ability to manage large amount of loan applications.
- Ability to multi-task and maintain composure while handling all member activities and requests.
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
- Ability to perform mathematical calculations.
- Thorough knowledge of credit union policies, procedures, and regulations.
- Ability to communicate effectively using written and verbal communication.
- High school diploma or equivalent
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan processingmathematical calculationsloan document preparation
Soft skills
customer servicecommunicationmulti-taskingproblem-solvingadvisingassistingcross-sellingcomposure under pressure
Certifications
high school diploma
