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About the Role

Assist members and prospective members seeking consumer loans through inbound channels (phone and video chat). Provide exceptional service, process and finalize consumer loans, build relationships, identify needs, and educate members on products and services to improve their financial well-being. Opportunity to learn and grow with a promotion path and award-winning Learning and Development program.

Responsibilities

• Fulfill member and prospective member loan applications and inquiries, and finalize/fund various types of consumer lending loans.
• Provide enthusiastic, professional, quality, prompt, and courteous service to members.
• Discuss and recommend products and services to meet member needs and the mission of RBFCU.
• Process paperwork and collect fees required to complete title work.
• Inform members of loan decisions and provide information for ancillary loan products.
• Maintain current working knowledge of RBFCU policies, procedures, and regulatory laws.
• Include appropriate people in decision-making processes and make timely, informed decisions.
• Accept responsibility, follow through on commitments, and react well under pressure.
• Strive to meet or exceed department standards.

Requirements

• High School Diploma or G.E.D.
• A minimum of nine months financial institution experience or two years customer service experience.
• Proficient in utilizing PC, software, Microsoft applications, and other office equipment.
• Ability to type 25 words per minute and 10 key by touch.
• Excellent organizational, time management, and interpersonal skills.
• Ability and desire to work well in a team environment and develop strong working relationships with external parties.
• Must be able to work a flexible Monday-Saturday schedule.
• Must reside within the State of Texas.
• Must have the capability of performing all work from home in Texas.
• Must have a reliable home internet provider and the ability to hard wire a connection directly to the modem.
• Must be able to provide a workspace at home that is safe, suitable for work, and within a distraction-free environment.

Skills

• Problem-solving
• Communication
• PC proficiency
• Microsoft applications
• Organizational skills
• Time management
• Interpersonal skills
• Teamwork

Location

• Live Oak, Texas
• Remote (within Texas)

Work Type

• Remote
• Hybrid (on-site once per quarter)

Experience Level

• Minimum nine months financial institution experience
• Minimum two years customer service experience

Education Level

• High School Diploma or G.E.D.

About the Company

• RBFCU is an award-winning organization with a Learning and Development program and a Path to Promotion.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.