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Contact Center Loan Officer

Company: Kalsee Credit Union
Location: Kalamazoo
Posted on: January 16, 2022

Job Description:

Position Summary: Produce high quality loans for KALSEE through non-branch sources including but not limited to: Internally generated call lists, Indirect 'Welcome Calls', phone inquiries, online applications, referrals from members, loan retention campaigns, etc. Assist members with loan inquiries and questions. Represent KALSEE in a professional manner. Originate process, approve and close loans in accordance with established policies and procedures. Achieve goals and help promote KALSEE's sales and service culture. Non-traditional hours will be a regular occurrence in order that the member may be served according to their schedule. Duties/Responsibilities: - Responsible for demonstrating excellence in member service which requires member focused problem solving skills and the ability to formulate creative solutions. - Know the benefits, features and underwriting requirements of all Consumer and Mortgage Loan products. Take loan applications, process loan applications, make lending decisions and close loans - Cross sell KALSEE products and services - Handle member complaints and take appropriate action to resolve them - Stay abreast of new types of loans and other financial products and services - Assist in training of new staff - Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. - Participate in annual training as required by the BSA/OFAC Compliance Officer - Perform other duties as assigned by supervisor Knowledge & Experience: - Minimum 2 years of credit union or banking experience preferred - Previous lending experience preferred - Proficient using Microsoft office products - Excellent verbal and written communication skillsEducation / Certifications:Bachelor Degree preferredHigh School diploma or equivalent required KALSEE Credit Union shall, at its discretion, modify or adjust the position to meet the credit union's changing needs.

Keywords: Kalsee Credit Union, Kalamazoo , Contact Center Loan Officer, Other , Kalamazoo, Michigan

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