Senior Member Advisor

The Senior Member Advisor will act as point of contact for our members. In this role you will efficiently address loan/share inquiries received. The Senior Member Advisor will demonstrate the REV brand by building strong member relationships and providing competent, courteous, and concerned service to all members.

• Interviews and assists members with applications for memberships, shares, loans, and junior real estate.
• Calculates terms, finance charges, insurance rates, etc. on loans for proper disclosure on promissory notes.
• Gathers all required information to gain loan approval within limits of loan authority.
• Disburses loans promptly and accurately.
• Closes loan applications in accordance with Credit Union policies and procedures.
• Prepares miscellaneous documents and reports and maintains related records.
• Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures interviews and service requests are properly documented.
• Identifies cross-sell opportunities and cross-sells services to members.
• Assumes responsibility for related duties as required or assigned.

• 1-3 years of relevant experience

• Performance-driven sales and service delivery
• Process improvement skills
• Ability to communicate effectively and courteously.
• Self-motivated and goal-oriented
• Ability to use diplomacy
• Excellent organizational and time management skills

• Team Player:
  Works well as a member of a group
• Dedicated:
  Devoted to a task or purpose with loyalty or integrity
• Detail Oriented:
  Capable of carrying out a given task with all details necessary to get the task done well
• Enthusiastic:
  Shows intense and eager enjoyment and interest
• Self-Starter:
  Inspired to perform without outside help
• Goal Completion:
  Inspired to perform well by the completion of tasks
• Growth Opportunities:
  Inspired to perform well by the chance to take on more responsibility
• Ability to Make an Impact:
  Inspired to perform well by the ability to contribute to the success of a project or the organization

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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