Lending Fulfillment Representative-Member Service Rep in Lending

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Regular Full-Time Administrative Atlanta, GA, US

4 days ago Requisition

Salary Range: $19.56 To $24.45 Hourly

Join our TEAM and help create a seamless lending experience for our members. The Lending Fulfillment Representative supports consumer lending by opening checking and savings accounts, promoting relevant credit union products and services, and ensuring share accounts are onboarded accurately and efficiently. Seeking 2+ years' experience with a credit union, bank, or related financial institution performing similar duties such as account opening, maintenance and cross selling.

Position Status – Full Time – non-exempt (Hourly)

Reports To:

Loan Sales Manager

Target hiring pay range: $19.56 - $24.45 per hour

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

We believe great work is to be rewarded with great benefits.

• Medical coverage with generous company contributions
• Dental with employee only coverage paid by the company
• Vision with employee only coverage paid by the company
• Paid Time-Off
• 401k plan with a defined company match
• company paid long-term disability
• short term disability
• company paid holidays

The primary purpose of this position is to assist Atlanta Postal Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Lending Fulfillment Representative proactively engages the establishment of member accounts for lending applicants and in providing quality-driven services and support. This includes, but not limited to, engaging in dialogue to ensure timely onboarding of the share account, attentiveness to opportunities for placement of ancillary products and services, and accountability for the overall member experience.

Other duties may be assigned.

• Adhere to and deliver on APCU Center Parc’s core values:
  • Serve Exceptionally
  • Commit to Better
  • Find the Fun
  • Invest in Integrity
  • Follow the Numbers
  • Go Forth and Conquer
  • Protect with Passion
• Completes the opening of new member (share) accounts for lending applicants in conjunction with loan underwriting and processing activities.
• As required or needed, assists lending applicants and existing members with changes and updates on their accounts;
  Sets up share/loan allocations for accounts.
• Promptly and efficiently ensures that the onboarding and establishment of new accounts.
• Completes a variety of service requests, clerical duties, and research associated with the resolution of lending applicant inquiries and concerns regarding their share account or the products or services offered by APCU.
• Maintains up to date knowledge of the products and services offered by the credit union.
• Engages in needs-based dialogue with existing members, and during the establishment of share accounts for loan applicants, to fully understand the member’s financial needs.
• Routinely engages in outbound calling activities for the purposes of proactively identifying additional or newly recognized member needs, expanding the member relationship, and assessing opportunities to expand the member relationship through positioning of products and services that benefit the member and help them achieve their financial goals
• Uses strong interpersonal skills, product knowledge, and engaging communication skills to understand member financial needs and financial goals; actively presents ancillary products and services that meet members’ needs and enhances their ability to meet their financial goals.
• Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can’t be resolved by yourself.
• Maintains positive and productive working…