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Member Service Representative III

Location: Covina
Posted on: November 23, 2022

Job Description:

*United Catholics Federal Credit Union *
*Member Service III*

*Job Description*
At United Catholics FCU we believe in building a strong lasting relationship with our customers/members by providing guidance to achieve their financial goals.

*Position Summary*
As a Member Service III at United Catholics Federal Credit Union you must have a passion for helping people.
This position requires the individual to be energetic, caring and helpful. Applicant must have the ability to deliver superior customer service and accurately perform loan services and banking transactions over the phone and in person to assist customers/members with their financial needs.

*Duties include, but not limited to: *
* Provides information on all credit union services, including membership, loans, services and products
* Provides loan applications and/or information to members and prospective members
* Assist members with the loan application process to ensure completeness of information
* Interviews loan applicants in person or by phone. Gathers appropriate background information needed to complete loan analysis
* Processes loan applications for consumer loans, including but not limited to auto loans, credit cards, share secure loans, and unsecured lines of credit. Processes and funds loans
* Communicates regularly with loan officer
* Assists in call center
* DMV functions
* Files and maintains loan records electronically and physical media
* Contribute to credit union growth and profitability goals, and achieve any individual sales objectives and cross-sells
* Represent our credit union with pride and conduct in a professional manner
* Additional duties as assigned by management

*Compensation *
* A competitive rate of pay
* Holiday pay
* Paid time off (PTO) and paid sick leave (PSL)
* Health, dental, life &long-term disability insurance
* 401k retirement plan

*Requirements: *
* High school graduate
* Two Years minimum Credit Union or Banking Experience a plus
* Two years minimum loan processing (calculating debt ratios, interpreting credit reports, payment calculation, etc.) experience
* Bilingual (English/Spanish) a plus
* Mathematical skills, add, subtract and divide all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages
* Strong verbal, interpersonal, communication and customer service skills
* Proficient in Microsoft applications (Word, Excel and Outlook) including the Credit Union's operating system.


*Job Type*: Full-time

Job Type: Full-time

Pay: $18.50 - $23.00 per hour

* 401(k) matching
* Dental insurance
* Employee discount
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
* 8 hour shift
* Day shift
* Monday to Friday

Ability to commute/relocate:
* Covina, CA 91723: Reliably commute or planning to relocate before starting work (Required)

* Lending: 2 years (Preferred)

Work Location: One location%58047475%

Keywords: UNITED CATHOLICS FEDERAL CREDIT UNION, Covina , Member Service Representative III, Sales , Covina, California

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