Agent

• Ensure member satisfaction through courteous, accurate, and efficient service
• Interview and qualify members for loans of all types within Credit Union loan policies
• Assist members with opening new accounts and transactions through the online VideoChat channel
• Help members achieve financial success and meet Eagle Service Standards
• Communicate with members by phone, text message, and email throughout account and loan processes
• Gather complete and accurate loan application data and make recommendations to Underwriting
• Review members’ financial circumstances 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
• Identify cross-sell opportunities and sell Credit Union products and services
• Research and correct member account problems
• Maintain product knowledge across deposit, loan, mortgage, and business products
• Process member wire transfers
• Keep the manager informed of member needs, suggestions, products, services, and escalations
• Perform other duties as assigned

Explore Virtual Service Center Agent, Spanish Preferred at ICCU. Review requirements and application details.