Consumer Loan Member Service Representative, Full-time, Hybrid Marlborough MA
Digital Federal Credit Union is the largest credit union headquartered in New England, serving over one million members. They are seeking a Consumer Loan Member Service Representative responsible for processing loan applications and providing excellent service to members and dealer partners.
Responsibilities
- Responsible for processing loan applications and preparing and disbursing loan closing documents in an efficient and timely manner
- Perform various duties associated with reviewing, processing, and funding Direct and Indirect loan applications
- Review and analyze loan application documentation to determine loan integrity and validity, of loan applications and packages prior to funding
- Follow appropriate procedures and guidelines to limit risk exposure
- Review exceptions and escalate to supervisors when necessary
- Book loans to host system and provide timely funding to members and dealer partners
- Prepare and disburse thorough and accurate loan closing documents
- Follow up on call backs in order to finalize loans
- Provide timely and accurate information on the Credit Union's loan programs, as well as prompt, courteous, and professional service to members, branch staff, and dealer partners
- Promptly answer calls presented to the Consumer Loan queues and meet performance expectations including, average handle time, schedule adherence, and calls taken
- Achieve monthly sales goals and referrals by identifying members' needs and making appropriate referrals to cultivate a strong membership
- Perform other job-related duties as assigned by Managers(s)
Skills
- High school diploma or equivalent
- 1-3 years of related experience preferably in a Financial Institution
- Ability to read and understand credit bureau reports
- Previous experience working in a Call Center environment
Company Overview