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Ramp Agent - Cargo

Landmark Credit Union

Ramp Agent - Cargo

Brookfield, WI
Full Time
Paid
  • Responsibilities

    We are seeking a Personal Financial Officer for our Member Service Center. This position reports to the Member Service Center management staff. This role is responsible for assisting members with their financial needs while providing exceptional member service. Accepts and inputs loan applications by phone; assists members in completing the loan process and helping to obtain the required documentation. Provides expedient and efficient assistance to member inquiries, primarily through phone contact, using a number of different systems and programs.

    1. Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members. Schedules loan closings and funds disbursal at branch locations.
    2. Provides solutions to members regarding financial products and services. Opens savings products and completes service requests.
    3. Cross sells accounts and loans, including making referrals to Landmark Investment Center.
    4. Consistently sells GAP and Payment Protection to members.
    5. Provides required disclosures to applicants.
    6. Through phone contact, resolves member issues/problems and competently responds to member inquiries.
    7. Engages in proactive member outreach campaigns to identify opportunities to deepen member relationships with the organization.
    8. Educates members as to the use of available automated systems in order and sets them up for these services.
    9. Performs other duties as assigned.

    Required Skills Required Experience

    1. High School Diploma or equivalent with a minimum of two years of customer service or sales experience preferably within a financial institution. A combination of education and experience will also be considered.
    2. Prior call center, financial or lending experience preferred.
    3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents preferred.
    4. Demonstrated ability in understanding and recommending appropriate deposit and loan products based on member need preferred.
    5. Demonstrated ability in providing excellent customer service.
    6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
    7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
    8. Must have or be able to attain National Mortgage Licensing System registration (NMLS#).
    9. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations.

    EO/AA Employer; including veterans and individuals with disabilities.

  • Qualifications

     

    • Ability to read, write, fluently speak and understand the English language.
    • Ability to lift up to 70 pounds.

     

  • Industry
    Financial Services