Loan Servicing Representative at American Heritage Credit Union — Philadelphia, USA | Base Career

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American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Loan Servicing Representative!

This position is responsible for all member loan calls via the loan center phone queue and assisting members throughout the loan application process by offering loan products that best fit their individual needs.

Perform all aspects of the loan application process for various types of loans.

Include

Responsible for lending sales through both inbound and outbound phone center.
Inbound Responsibilities include the following:
Maintain the established goal for abandonment rate.
Answer all member loan questions and advise regarding product availability.
Input loan applications received through phone, fax, email, etc.
Contact members regarding loan application decisions and communicate stipulations.
Verify income and update applications with required supporting documentation.
Work all online loan application queues in our loan origination system.
Respond to all member emails, web messages, calls, etc. in a timely manner.
Follow up on all loan applications within 24 hours of submission.
Verify all loan application information for accuracy.
Review loan terms and setup closings.
Prepare and send loan documents to members via Branch, DocuSign or mail.
Process and fund loans.
Outbound Responsibilities include the following:
Contact members to offer additional loan products and services.
Contact new members to review loan terms and offer additional products.
Follow up on pending applications (approved but not funded).
Perform merchant/online loan processing responsibilities including:
Review and verify merchant/member loan packages for completeness and accuracy.
Contact merchants/members for missing or incomplete documentation.
Verify merchant/online loan contracts with members and cross-sell additional loan products.

Monday - Thursday: 9:00 a.m. - 6:00p.m
Friday - 10:00 a.m. - 7:00 p.m.
Alternating Saturdays 9a.m. - 3p.m.
Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.

Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company.

We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

To be considered, correspondence should include a resume listing job history and salary expectations.

Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates.

All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.

Loan Servicing Representative

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