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Member Service Representative IIICupertino - (Cupertino, CA)

Responsible for performing a broad variety of member services such as opening and closing accounts, including certificate and IRA accounts. Provides counseling and conducts professional interviews with members requesting consumer loans. Advises members of policies, rates and terms. Processes consumer loan applications, including reviewing and analyzing applications and supporting documents as appropriate. Inspects vehicles as required. Primary contact for members in providing application status and necessary documentation. Books consumer loans, disburses funds appropriately and explains loan documents and approved loan terms. Completes member requests for automobile loan modifications. Assists members with bookkeeping and checking account problems. Counsels and answers member questions regarding all Credit Union services and performs a variety of account maintenance. Assists members with questions or problems and refers as appropriate.


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Posted in Cupertino, CA, Customer Service
From accountancyjobvacancies - 1 month ago