Demonstrates expertise in member service and loan processing, with a strong focus on financial success and compliance with federal regulations. Proficient in communication and problem-solving, ensuring member satisfaction and effective account management.

Highest-signal resume keywords

Loan ProcessingCustomer Service ExperienceKnowledge of Federal RegulationsExcellent Communication SkillsCredit Union Services Knowledge

About the role

Key responsibilities & impact

Ensure member satisfaction through courteous, accurate, and efficient service
Interview and qualify members for loans of all types within established loan policies
Assist members with opening new accounts and transactions via the online VideoChat channel
Maintain focus on helping members achieve financial success
Meet or exceed Eagle Service Standards
Communicate with members by phone, text message, and email throughout account and loan processes
Gather data for complete and accurate loan applications
Make loan recommendations to Underwriting and manage communication throughout the process
Review members’ financial picture and goals and make recommendations
Interview and review mortgage applicants and hand off mortgage applications
Gather verification documents from members and real estate partners
Open new accounts, certificates, IRAs, and business accounts
Pull credit reports and analyze eligibility for business and checking accounts
Address cross-sell opportunities and sell Credit Union products and services
Research and correct member account problems
Keep manager informed of member needs, product or service suggestions, and escalations
Process member wire transfers
Assist members with transactions and questions via online VideoChat
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s Degree or equivalent experience is preferred
One to two years of sales or customer service experience is preferred
Knowledge of federal regulations and general lending policies
Ability in math, ten key calculator, typewriter, and computer
Excellent communication and people skills
Ability to always maintain the confidentiality of Credit Union and member records
Good knowledge of Credit Union services
Demonstrated cooperative and positive attitude toward members and other Credit Union staff
Professional in appearance, attendance, quality, and quantity of work performed
Self-motivated and takes steps to continually expand knowledge of financial industry
Ability to take the lead in creating and shaping policies and procedures that contribute toward efficiency, quality and pride in department
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU
Perform tasks requiring manual dexterity
Sit for extended periods of time
Lift 20-40 pounds of applicable supplies
Repetitive motion using wrists, hands, and fingers
Reach keyboards
Ability to operate basic office machines
Must be eligible for membership at ICCU to obtain employment

Benefits

Comp & perks

Competitive Pay
Medical, Dental, & Vision Insurance
Generous Paid Time Off
11 Paid Holidays
Matching 401K AND Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Group Life and Disability Insurance
Awesome Culture
Business Discounts

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Application GatheringCredit Report AnalysisAccount OpeningData VerificationSales TechniquesFinancial AnalysisMath SkillsTen Key Calculator ProficiencyManual DexterityBasic Office Machine Operation

Soft Skills

Interpersonal SkillsSelf-MotivationCooperative AttitudeProfessionalismProblem-Solving

Tools & Technologies

VideoChat PlatformComputer SystemsOffice Equipment

Industry Keywords

Bank Secrecy Act ComplianceUSA Patriot Act ComplianceCredit Union ProductsFinancial Industry KnowledgeEagle Service Standards