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REV Federal Credit Union · 2 months ago

Senior Member Advisor

Charleston, South Carolina, United States

Full-time

Onsite

Mid, Senior Level

1+ years exp

REV Federal Credit Union is seeking a Senior Member Advisor to act as a point of contact for members. This role involves addressing loan and share inquiries, building strong member relationships, and ensuring compliance with Credit Union policies.

FinanceFinancial ServicesNon Profit

Responsibilities

Interviews and assists members with applications for memberships, shares, loans, and junior real estate

Calculates terms, finance charges, insurance rates, etc. on loans for proper disclosure on promissory notes

Gathers all required information to gain loan approval within limits of loan authority

Disburses loans promptly and accurately

Closes loan applications in accordance with Credit Union policies and procedures

Prepares miscellaneous documents and reports and maintains related records

Ensures that services are provided in accordance with established Credit Union policies and are legally compliant. Ensures interviews and service requests are properly documented

Identifies cross-sell opportunities and cross-sells services to members

Assumes responsibility for related duties as required or assigned