Fairfax Member Service Representative III

Apple Federal Credit Union
Fairfax, VA
Oct 13, 2017
Oct 16, 2017
Accountant, IT
Full Time
Job Duties: Under general supervision, originate consumer loans within the underwriting guidelines; this includes application input, data input, compiling necessary statistics, and loan disbursal. The staff member will qualify potential members, complete all required steps to open deposit accounts and automated services. Additionally, the staff member will gather information to complete consumer on applications, member requests for information and/or account maintenance. The staff member will use established Apple Federal Credit Union sales techniques to assist in achieving individual and related sales goals. Responsibilities: Provides product and/or service recommendations to members based on thorough needs assessment. Responsible for cross-selling credit union products and services to members. Cross-sells other products as identified through the needs assessment. Incorporates the A cents € oePillars of Member ServiceA cents € into daily activities, providing friendly, courteous and professional service to external and internal members. Provides information to members via face to face or telephone. This information may include, but is not limited to, alternative loan products. For example, rates, terms and collateral requirements. Inputs all required loan application data into the appropriate computer systems, promptly and accurately, to include generation and correct completion of all required loan documents. This is to support a timely and accurate Loan Officer review for final decision and ensuring Apple Federal Credit Union security interest in protected. Attends and actively supports external business development and loan sale events. Provides support to various branches and performs other duties as assigned by the Branch Manager. Qualifications-all required unless otherwise noted: High school diploma. Excellent positive member/customer service and interpersonal skills. Excellent math skills and the ability to effectively communicate with members. Familiarity with loan documents, lending regulations and credit union policies and procedures. Minimum two (2) years experience in lending or branch operations area. Excellent oral, written and telephone communication skills. Attention to detail and accuracy. Keyboarding 40 wpm PC applications proficient. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc. Satisfactory credit and background. Hours:TBD

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