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Member Service Specialist (FT & PT)
The Member Services Specialist acts as front-line contact with members, providing information concerning their various accounts, recognizes sales opportunities and effectively cross-sells products/services to build member relationships.
Requirements include a minimum of 2 years experience in financial services; a positive attitude; excellent communication and sales skills; the availability to travel to any branch location and/or work extended hours, as needed; the aptitude to manage multiple tasks simultaneously; a high degree of accuracy and flexibility; and the ability to perform tasks with limited supervision. Locations include traditional and in-store branch locations.
Member Experience Specialist
The Member Experience Specialist is responsible for answering incoming member and/or non-member calls in a professional, courteous, and efficient manner while providing excellent member service. The Member Experience Specialist will serve as an information resource to members and non-members and possesses a thorough knowledge of products, service, policies and procedures and handles all inquiries effectively.
Requirements include a minimum of 1 year experience in financial services or call center; a positive attitude; organized and a strong ability to trouble-shoot problems. The ability to manage multiple tasks simultaneously with a high degree of accuracy and flexibility is required. Ability to use manual and automated office equipment with business efficiency. Ability to effectively communicate (written and oral) with other employees and outside entities. Intellectual ability to learn all tasks related to reaching maximum proficiency in this position.
Home Loan Advocate
The primary purpose of this position is to assist NSFCU in living out its service mission, “making a positive difference in our members’ lives.” To achieve this goal the employee must provide outstanding service to both internal and external members. In addition, the Home Loan Advocate conducts interviews with prospective members in order to analyze financial and credit data, determine members financing objectives, advise members on product/pricing policies and guidelines, and gather any additional information required.
• Responsible for the origination of all residential mortgage loans in accordance with established goals and standards for the department.
• Directs and counsels members and partners on appropriate loan structure within the guidelines established by loan policies and procedures.
• Counsels members, takes applications, conducts preliminary underwriting reviews, and submits complete, clear and accurate loan applications to processing.
• Develops and manages long-term relationships with members and business partners by identifying their needs and expectations, and offering value from the products and services offered.
• Attracts new mortgage loan applications by developing relationships within the community,specifically with the real estate community; making sales calls to prospective customers.
Desired Skills & Expertise
Bachelor’s Degree preferred or equivalent work experience with 3 – 5 years of experience in
management role in a sales/retail or banking environment. Minimum of 2 years experience in areas related to mortgage lending. Strong background in sales and sales management practices. Must have sound knowledge of lending rules and the secondary mortgage market, and have the ability to work independently. Knowledge and understanding of mortgage lending fundamentals, products and procedures, and mortgage loan servicing. Must have strong follow up skills, pay close attention to detail, and be able to deescalate escalated member situations with a positive solution. Proficiency in Microsoft Office Applications. Ability to acquire a thorough working knowledge of Nutmeg’s core data processing system. Thorough knowledge of the Credit Union’s products and services. Ability to effectively communicate (written and oral) with other employees and outside entities.
NSFCU is an Equal Opportunity Employer
If you would like to join our team, click here to email your resume and salary requirements.
Due to the volume of interest we receive for each position, we regret that we are not able to respond to every inquiry. A representative from our Human Resources team will contact candidates via email whose experience and qualifications most closely match the requirements of the position.