Member Solution Processor (Finance)
People Helping People, that is what Sunmark Credit Union is all about!
Why join the Sunmark Squad? Sunmark is a local credit union making a big difference in our community. For 85 years, we strive to build brighter financial futures and brighter communities. We build relationships with our members and look for solutions for all their financial needs through our "Good Vibes" culture. As a team member, you will find satisfaction in your career by assisting with our members finances, volunteering through our foundation team, and career growth opportunities.
Our Call Center (Member Solution Center) is hiring!
Typical hours, Monday-Friday 8:30-5pm, working onsite at our Latham, NY office.
Starting pay, $20-22/hr based on experience.
The primary purpose of this position is to process and arrange for disbursal of loans and account opening within the branches and through electronic means.
- Follow the guidelines set for the follow-up of pending loans and new accounts. Open accounts, disburses loans or notifies branch of disbursal and new account requirements.
- Reviews loan and new account packages to ensure all documentation is included for each specific loan and account type. Follows up with appropriate personnel or members to obtain required documentation. Coordinates the scheduling of loan closings and account opening with branch personnel.
- Responsible for the correct processing of loans and new accounts based on Sunmark guidelines and work to correct any errors with staff. Ensures that loans and accounts are handled, and documentation is sent according to current lending and account policies and regulations.
- Responsible for the mailing, follow up, and disbursal of all out of area/state loan applications taken within the Member Solution Center.
- Provides WOW service in each interaction with members. Serves members' needs by handling any calls necessary. Makes recommendations for process improvements to increase member satisfaction.
- Generate reports as requested by management relating to application volumes, disbursals, and other information as requested.
- Work with the Credit Consultants and Member Development Specialist to maximize effectiveness of loan closings and account opening in MSC.
- Provide assistance and support to the Member Service staff, including but not limited to, handling member service calls during high call volume.
Seeking candidates with a high school diploma/equivalent or higher with a minimum of 1 year related experience. Strong organizational skills, attention to detail and computer proficiency.
