Lending Support Professional

Job Description

Due to continued growth, one of Oregon's top financial organizations has engaged our firm in their search for a motivated customer service professional. The right person will assist Credit Union members with all activities associated with member lending, processing member transactions and responding to member needs for information and assistance with their business.. If you simply love to help people and want to work for one of Portland's top employers, this is the opportunity for you!

Job Title: Lending Support Professional

Type: Contract to hire

Location: Onsite, Portland OR

Key responsibilities include:

• Corresponds with or interviews new member and/or loan applicants; prepares necessary documents for approval and processes approved membership/loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements.
• Assists members and potential members with opening, maintaining and closing member loans and accounts, answering questions about products and services (including debit and credit cards) and resolving issues that are within their authority to resolve via phone and mail.
• Takes phone calls, answers loan and account questions, calculates payments, and takes loan and membership applications over the phone and/or electronically from members and potential members. Identifies cross-sell opportunities and cross-sells services to members.
• Receives and processes members financial transactions via mail and phone, including deposits, transfers and loan payments. Balances cash drawer and accurately settles and records all daily activities.
• Performs a variety of miscellaneous duties including outbound member calls, filing, project work, computer input, handling of incoming/outgoing mail, and other job-related duties as required or assigned.
• Provide friendly, prompt, professional, and accurate service and support to all members and associates by answering all member and team member calls within three (3) rings and responding to all outstanding member and team member correspondence and messages within three (3) hours and no later than end of the business day.
• Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
• Accurately post and appropriately document transactions, having minimal unresolved posting errors.
• Develop and maintain knowledge of all relevant Credit Union policies, procedures and guidelines to ensure compliance with all applicable regulations, including current lending policies and procedures.
• Cross sell loan protection insurance on at least 25% of all eligible loans.
• Ensure all paperwork related to new/current member accounts and/or member loans is processed and completed in compliance with relevant regulations and with minimal unresolved errors.
• Meet or exceed assigned loan volumes goals to maximize member financial wellness and assist the Credit Union in achieving its required operational projections.
• Successfully recommend a new product or service to 25% of all members interacted with daily.

Skills Required:

• A two (2) year college degree or equivalent experience.
• 2-5 years of related or similar experience
• Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Able to operate a ten-key calculator, typewriter, and computer keyboard.
• Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business.
• Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Strong te
  To apply please email your resume to season@ultimatestaffing.com

Salary : $20 - $26