Msr Lending Specalist Iii
Current Performs Lending Specialist duties, based on call volume and staffing needs of theMember Service Center. Answers telephone and processes daily transactions (or services) for members such asbalance inquiry, transfer of funds, history information, stop payments or photocopy ofcheck(s), etc. This includes research and resolution of member concerns. Opens new accounts, checking, certificates, money markets, IRA or CD accounts. Interviews applicant and requests specified information for loan application. Gathers background information and analyzes credit history. Closes loan with member. Processes close account requests, address changes, wire transfers, stop payments, andorder checks. Maximizes service opportunities for current and prospective members and enhancescommunication through the daily use of Advancial’s customer relationship managementsystem (PRISM). Manages leads and referrals. Updates member demographic data, and communications with contacts. Tracks sales and incentive goals. Uses organizational tools in the PRISM Calendar. Recommends products from marketing campaigns to generate cross sell opportunities. Uses proper phone etiquette and speaks with a clear, concise voice. Remains available to field incoming calls.