Member Services Representative, Aacu Home Equity Center

Member Services Representative

Location: Fort Worth Texas 76155

Pay Range: $18.00-$20.00 hourly

Job Description:

• Responsible for reviewing home equity loan requests and assisting Credit Union members with closing their loan.

Principal Duties and Responsibilities

• Handle file set-up for home equity loans which includes providing appropriate disclosures to members, speaking with members about their loan terms, and reviewing the loan for closing

• Perform daily review on the Home Equity pipeline

• Process Closing Docs for home equity loans

• Process Property Condition Reports for Home Equity Loans

• Process Verification of Employment for Home Equity Loan applicants

• Perform booking of home equity loans

• Input home equity loan data into daily Excel spreadsheets

• Perform other duties as assigned

• The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

Minimum Qualifications

• High school diploma or GED
• Minimum of 2 years of previous experience, preferably in a credit union environment

Preferred Qualifications

• Experience in mortgage lending

• Previous customer service experience

Knowledge, Skills & Abilities

• Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software

• Knowledge of Loan Link and Episys System

• Ability to exercise excellent member and customer service skills

• Skilled in above average interpersonal and communication skills and professional telephone manners

• Ability to perform basic math calculations and analyze data

• Ability to perform in a fast-paced environment, handle multiple tasks and function as an integral part of a team in a diverse environment

• Ability to interact professionally with all employees and members

• Ability to learn quickly and adapt well to change

• Ability to self-motivate with strong organization skills and capacity for attention to detail

• Ability to speak, read, and write Spanish is a plus

• Ability to effectively communicate with all levels both verbally and written

• Ability to effectively prioritize work and meet deadlines

• Ability to maintain satisfactory performance and attendance

Pay Range: $18.00 - $20.00 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

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