Remote Funding Specialist
UNIFY Talent Acquisition
Mesa Patios, US
hace 2 días
source : SonicJobs

Job Description nOverview : n nUNIFY Financial Credit Union is one of the nation u2019s largest 100 credit unions with a reputation for being financially sound and growth-oriented.

We u2019re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, u201Cproviding superior service to our members.

n n u201D In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful n nSummary : n nAssist new and current members with loan applications submitted remotely (e.

n ng., via to result in funded loans, cross-sold Credit Union products and services, and high-quality service levels with timely, accurate responses.

n nResponsibilities : n nAssists members with loan applications submitted remotely via western. n norg or other remote channels, cross-selling Credit Union products in an effort to maintain or modify the lending relationship with the member.

nPerforms all functions related to Consumer Lending, including but not limited to, accepting and inputting loan applications, loan processing, insurance coverage options, loan funding, communication with members, and DMV document preparation.

n n nPerforms all functions related to Mortgage Lending, including but not limited to, accepting and inputting Real Estate applications, insurance coverage options, communication with members, and answering member inquires.

n n nDemonstrates the ability to answer member questions regarding the loans (e.g., rate, term, down payment, documents needed for approval, etc.

and provide necessary information to members. nMaintains an up-to-date knowledge of features and benefits of all products and services and keeps informed of changes in Credit Union policies and procedures to ensure the best service possible.

n n nProfiles the financial needs of new and existing members through open-ended interviewing techniques to identify the best loan type(s) / option(s) for the members and additional cross-sell opportunities.

n n nMaintains productivity levels as established by department standards. nPromptly sends completed documents for imaging.

nAssists other lending departments and branches when required, understands Loan Review loan documentation practices, and demonstrates the ability to review such documents.

n n nAssists and works independently on various projects as assigned by Management. nMaintains confidentiality of information as well as controls and protects sensitive information and material.

nAttends all mandatory annual training requirements as specifically applicable to the position. nEnsures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act.

n n nPerforms all other duties as assigned. nQualifications : n nRequires a high school diploma or equivalent, some college preferred, with a minimum of three years related financial institution experience.

n nConsumer and Real Estate loan processing and funding experience highly preferred. nAbility to effectively cross-sell financial products and services and possess sales skills to deepen member relationships.

nRequires highly effective verbal and written communication skills and proficiency in Microsoft Word and Excel applications.

n n nSee the UNIFY Difference! n nAt UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed.

UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

n n n nCompetitive Compensation and Excellent Benefits Package* Includes : n nMedical (PPO / HMO), Prescription, Dental (PPO / DMO), Vision, Life, and Short- and Long-Term Disability InsuranceDependent and Medical Care - Flexible Spending AccountsVacation, Sick, Personal and Holiday Pay401(K) Plan with employer matchEducation reimbursement for approved programsUNIFY banking privileges for you and your family n n*All programs subject to review and change n nUNIFY is proud to be a drug-free, EOE including disability / vets.

n nFor more information on UNIFY, visit us at www. n n n#indbra1 n

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