Consumer Lending Assistant
Rally Credit Union · Corpus Christi, Texas, US
Job Location: JWV Administration Building - Corpus Christi, TX 78414PRIMARY OBJECTIVE OF POSITION Responsible for establishing new and increasing existing me...
Job description
Job DetailsJob Location: JWV Administration Building - Corpus Christi, TX 78414PRIMARY OBJECTIVE OF POSITION Responsible for establishing new and increasing existing member loan and account relationships through sales and referrals. Serves as an initial sales and service contact for new and existing members. Provide backup administrative tasks for credit union staff to ensure timely delivery of services to membership and contacts. ESSENTIAL JOB FUNCTIONS: Maintains excellence in delivering member service and exceeding the credit union and department service standards. Perform daily responsibilities along with knowledge of inputting loan applications, reviewing title work packets for accuracy, reviewing loan maintenance documents for accuracy, issuing cashier’s checks, placing supply orders, servicing members via remote channels, performing general file maintenance and researching transactions. Providing a consultative sales approach to meet our members’ financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services. Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved. Consistently meet or ex...