Serve as professional, knowledgeable and friendly voice of the credit union. Receive incoming calls and determine the products, services or resources that the member either requires or from which the member could benefit. Provide direct support services to members and potential members, and if unable to provide direct support, connect them with the appropriate staff representative. Assist and support all Digital Services managers and representatives in dep
Serve as professional, knowledgeable and friendly voice of the credit union. Receive incoming calls and determine the products, services or resources that the member either requires or from which the member could benefit. Provide direct support services to members and potential members, and if unable to provide direct support, connect them with the appropriate staff representative. Assist and support all Digital Services managers and representatives in dep
Communicate with current and potential real estate customers to present and sell available real estate financing products. Process real estate applications and all associated paperwork. Analyze applicants? financial status, credit and property evaluation to determine loan feasibility. Carefully analyze documents and inform applicant of missing items. Maintain loan pipeline and continuously follow up with customers and loan processors to ensure loans close
Communicate with current and potential real estate customers to present and sell available real estate financing products. Process real estate applications and all associated paperwork. Analyze applicants? financial status, credit and property evaluation to determine loan feasibility. Carefully analyze documents and inform applicant of missing items. Maintain loan pipeline and continuously follow up with customers and loan processors to ensure loans close
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