Member Care Representative jobs in United States
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Wright-Patt Credit Union · 16 hours ago

Member Care Representative

Wright-Patt Credit Union is hiring for their Mortgage Servicing Call Center. The Member Care Representative provides expert guidance and delivers peace of mind for loan level interactions, ensuring members receive consistent five-star service and hassle-free experiences with their mortgages.

FinanceFinancial ServicesNon Profit

Responsibilities

Assists partner credit unions and their members by accurately processing transactions, including but not limited to mortgage payments, information inquiries, account maintenance, etc. Works with members or other agencies (i.e., title companies), providing requested mortgage information, such as payoff statements. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (60%)
Processes incoming emails, voice mails and faxes within 24 hours; processes incoming and returned mail. (10%)
Performs miscellaneous duties, such as completing assigned tasks, pulling reports, updating call center metrics, pulling document requests, supporting other lines of business, etc. (10%)
Follows applicable security, member identification and fraud prevention policies, procedures and practices. Assures that member verification is completed according to myCUmortgage policies for transactions. (10%)
Makes outbound “Welcome” calls to members, specific call campaigns or in response to callers’ questions and inquiries. (5%)
Assists management with requests that support the stakeholders. (5%)

Qualification

Mortgage servicingCustomer serviceCall center experienceKeyboarding skillsSoftware applicationsCommunication skillsProblem solving

Required

High school diploma or equivalent; some secondary education is preferred
Must be able to learn and apply a variety of software applications
Must have accurate keyboarding skills
Demonstrated ability to clearly communicate with myCUmortgage experts, members, external partners and third-party vendors
Demonstrated ability to analyze, reason, problem solve and prioritize work independently and design recommendations to accomplish business and strategic goals

Preferred

Previous call center, mortgage servicing and customer service experience is preferred

Company

Wright-Patt Credit Union

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Wright-Patt Credit Union is a not-for-profit member-owned financial institution.

Funding

Current Stage
Late Stage

Leadership Team

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Tim Mislansky
President/CEO
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Daniel Smith
Chief Financial Officer
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Company data provided by crunchbase