Customer Center Specialist X 3, The Midtown Group, Fairfax, VA
The Midtown Group -
Fairfax, VA,
US
Customer Center Specialist X 3
Date Posted: 2024-05-01
Job description
Our Client, a well respected Credit Union, is seeking 3 Customer Center Specialists to join is team.
Customer Center Specialist III
Job Duties:
Under general supervision, but following established policies and procedures, answers questions concerning services provided by the credit union from members and staff. Help cover incoming member calls as needed. May handled escalated member calls. Helps research complex member issues and recommend resolution. Review consumer loan applications for recommendations to centralized underwriting. Disburse consumer loan applications for the call center. Notify members' whose loans have been denied and mail out Adverse Action notices. Help cover manager duties when they are out of the office. Responsible for compiling and processing loan data. Must have thorough consumer loan knowledge including product information, Apple FCU underwriting guidelines and loan policies. Must have excellent written and verbal communication skills. Must possess excellent interpersonal communication skills and the ability to represent the credit union in a courteous, professional manner.
Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application.
Responsibilities
Represents the credit union to the member by telephone in a courteous, professional manner. Provides prompt, efficient and accurate service in the processing of all transactions, such as withdrawals, transfer of funds, requests for account information, etc
Provides information to members via telephone on loan options, rates, terms and collateral requirements. Informs members of necessary information required to complete loan applications. Completes loan requests by telephone and prepares for review by Loan Officer. Prepares loan documentation for approved loans in accordance with established procedures. Processes approved loans, reviews documentation, inputs information
Performs a variety of loan support duties which require knowledge of such departmental procedures as calculating cash disbursed figures and debt ratios, verifying payroll deduction forms, processing loan payment change forms and issuing loans as directed by Team Leader
Receives and handles all calls regarding member accounts. Provides accurate information to members regarding credit union services, products, policies and procedures. Advises members of federal regulations applicable to these policies and procedures. Resolves member complaints and corrects errors
Opens new accounts, explaining options, such as single and joint ownership for savings and checking, gathers required information, and prepares necessary paperwork for members to process new account
Researches and investigates member inquiries
Maintains and updates member records as required
Cross-sells credit union products and services to members
Qualifications-all required unless otherwise noted:
Minimum one year of financial institution experience
Previous telephone sales/service experience preferred
Previous teller, lending, or member/customer service experience preferred
High school diploma or equivalent (GED)
Excellent interpersonal communication skills as well as analytical and problem-solving skills
Ability to learn and cross-sell credit union products and services
Extensive telephone contact
Attention to detail
PC proficient including Microsoft Word/Windows
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc
Ability to function in a financial institution environment
Employment Type: Full-Time
Hours: Monday-Friday: 9:30 am-6:00 pm; Every other Saturday half-day.
The Midtown Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are a small, woman-owned business certified by the Women's Business Enterprise National Council (WBENC). Operating from our headquarters in Washington, DC, we provide trusted staffing services nationwide. Our clients include thousands of the most prestigious Fortune 500 companies, law firms, financial organizations, tech innovators, non-profits, and lobbying firms, as well as federal, state and local government agencies.
Customer Center Specialist III
Job Duties:
Under general supervision, but following established policies and procedures, answers questions concerning services provided by the credit union from members and staff. Help cover incoming member calls as needed. May handled escalated member calls. Helps research complex member issues and recommend resolution. Review consumer loan applications for recommendations to centralized underwriting. Disburse consumer loan applications for the call center. Notify members' whose loans have been denied and mail out Adverse Action notices. Help cover manager duties when they are out of the office. Responsible for compiling and processing loan data. Must have thorough consumer loan knowledge including product information, Apple FCU underwriting guidelines and loan policies. Must have excellent written and verbal communication skills. Must possess excellent interpersonal communication skills and the ability to represent the credit union in a courteous, professional manner.
Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application.
Responsibilities
Represents the credit union to the member by telephone in a courteous, professional manner. Provides prompt, efficient and accurate service in the processing of all transactions, such as withdrawals, transfer of funds, requests for account information, etc
Provides information to members via telephone on loan options, rates, terms and collateral requirements. Informs members of necessary information required to complete loan applications. Completes loan requests by telephone and prepares for review by Loan Officer. Prepares loan documentation for approved loans in accordance with established procedures. Processes approved loans, reviews documentation, inputs information
Performs a variety of loan support duties which require knowledge of such departmental procedures as calculating cash disbursed figures and debt ratios, verifying payroll deduction forms, processing loan payment change forms and issuing loans as directed by Team Leader
Receives and handles all calls regarding member accounts. Provides accurate information to members regarding credit union services, products, policies and procedures. Advises members of federal regulations applicable to these policies and procedures. Resolves member complaints and corrects errors
Opens new accounts, explaining options, such as single and joint ownership for savings and checking, gathers required information, and prepares necessary paperwork for members to process new account
Researches and investigates member inquiries
Maintains and updates member records as required
Cross-sells credit union products and services to members
Qualifications-all required unless otherwise noted:
Minimum one year of financial institution experience
Previous telephone sales/service experience preferred
Previous teller, lending, or member/customer service experience preferred
High school diploma or equivalent (GED)
Excellent interpersonal communication skills as well as analytical and problem-solving skills
Ability to learn and cross-sell credit union products and services
Extensive telephone contact
Attention to detail
PC proficient including Microsoft Word/Windows
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc
Ability to function in a financial institution environment
Employment Type: Full-Time
Hours: Monday-Friday: 9:30 am-6:00 pm; Every other Saturday half-day.
The Midtown Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are a small, woman-owned business certified by the Women's Business Enterprise National Council (WBENC). Operating from our headquarters in Washington, DC, we provide trusted staffing services nationwide. Our clients include thousands of the most prestigious Fortune 500 companies, law firms, financial organizations, tech innovators, non-profits, and lobbying firms, as well as federal, state and local government agencies.