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Call Center - Virtual Member Experience Advisor (Financial Account Specialist)
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$22.64 - $24.64 an hour
- Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc.
- Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts.
- Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals.
- Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary.
- Data Verity, Better Lobby, etc.)
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