What are the responsibilities and job description for the Member Lending Specialist position at TOPLINE FINANCIAL CREDIT UNION?
TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our TopLine team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.
Member Lending Specialist Specialist are responsible for establishing and/or strengthening member relationships by providing information on credit union services, via outbound/inbound calls and online channels. Identify and act on cross-sales and referral opportunities. Promotes and participates in a sales and service culture which endorses TopLine's mission of exceeding member expectations.
A successful Member Lending Specialist will be able to do:
- Serves members via phone, in person or email, by providing credit union information while utilizing sales and member service skills to promote the products and services which will enhance the members' financial position.
- Cross-sell all credit union services to qualified members whenever possible. Seeks to attain established goals on key products as assigned on a monthly basis and consistently achieves established levels of position expectations.
- Maintains knowledge and adheres to policies and procedures of TopLine products and services as they relate to the position, including: membership qualifications, account information, negotiable instruments, endorsements, consumer lending, leasing, credit card accounts, including legal documentation, state and federal laws and regulations.
- Ensures that all applications are complete and contain all necessary documentation. Submits loan application for decisioning, following established guidelines and procedures. Communicates loan decisions, including applicable counter offers, to members in a positive, professional and timely manner.
- Provide top notch customer service to our members by providing a warm, friendly face and delivering personal service to meet each member's individual needs.
Qualifications:
- High school graduate or equivalent plus 2 years of lending and/or sales experience essential.
- Aptitude with figures and the ability to work well under pressure.
- Computer proficiency with Microsoft Office Suite essential.
- Above average ability to communicate clearly both orally and in writing; ability to communicate effectively and professionally with others, including exhibiting a courteous, conscientious and generally businesslike manner in the workplace.
- Detail oriented individual with good organizational skills essential. Ability to multi-task and work with numerous interruptions.
- Proven skills as a team leader and motivator essential.
- Exercise sound and independent judgment and follow through consistently in completing job responsibilities essential.
- Ability to work independently, prioritize and meet deadlines essential.
- Ability to work effectively with people in a diverse environment that encompasses regular deadlines, where change is always possible and flexibility is required.
Salary Range: $ $22.44 (hourly) or (salary)
Benefits:
- 401(k) with Employer Match
- Dental
- Disability Insurance
- Employee Perks
- Flexible Spending Accounts
- Life Insurance
- Medical
- Paid Holidays
- Paid Time Off
- Pet Insurance
- Referral Program
- Vision
Ready to take the next step with us, apply now
At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.
Salary : $40,000 - $60,000