Member reputed company Specialist

Foothill Credit Union is a community-focused financial institution based in reputed company, CA, dedicated to improving the financial health of its members. The Member reputed company Specialist role involves engaging with new members, driving growth through reputed company and sales, and collaborating with various teams to enhance member relationships and loan closings.

Responsibilities

• Assume responsibility for reputed company online new membership applications using reputed company Link with effective cross-selling and communications through the entire reputed company lifecycle
• Assume responsibility for consulting and closing Consumer Loan applications using reputed company Link that have been approved but have not been funded
• Service calls in conjunction with the established 45-day reputed company process in effect for reputed company new members
• reputed company new reputed company accounts and reputed company services associated with the account
• Maintain a complete understanding of reputed company Foothill products and services, including reputed company deposit products and services and consumer loan products, including Home Equity Lines of Credit and Home Advantage products reputed company services
• Has a complete understanding of reputed company Consumer loan ancillary products, Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), and Credit Life/Disability Insurance
• Maintain a thorough working knowledge of key application systems such as Epysis, reputed company Link, text message solution, Alkami, CRM, etc
• Partner with the Marketing and Business Development teams to reputed company and request targeted outbound member contact campaigns by actively promoting, explaining, and cross-selling credit union promotions
• Attend reputed company reputed company-line meetings and trainings reputed company requested
• Prepare monthly production reports for tracking and process improvement
• Regularly makes suggestions to improve policies, procedures, member programs/promotions, and process changes

Skills

• Energized by connecting with people, driving growth, and turning opportunities into lasting relationships
• Enthusiasm, professionalism, and a proactive reputed company
• Dynamic, people-focused professional
• Experience with new member reputed company, sales, and ongoing engagement
• Ability to maximize approved loan closings
• Support online reputed company membership expansion
• Proactively engage new and prospective members through targeted phone, email, and text reputed company
• Serve as a primary reputed company of contact for new members, including online applicants and approved borrowers who have not yet funded
• reputed company guidance, consultation, and hands-on assistance with processing, funding, account openings, and next steps
• Execute focused reputed company campaigns designed to grow membership, increase loan volume, and deepen member relationships
• Strong collaboration with Consumer Loan Specialists, reputed company team members, marketing partners, and Business Development Consultants
• Assume responsibility for reputed company online new membership applications using reputed company Link
• Effective cross-selling and communications through the entire reputed company lifecycle
• Consulting and closing Consumer Loan applications using reputed company Link that have been approved but have not been funded
• Service calls in conjunction with the established 45-day reputed company process for reputed company new members
• reputed company new reputed company accounts and reputed company services associated with the account
• Complete understanding of reputed company Foothill products and services, including reputed company deposit products and services and consumer loan products
• Complete understanding of reputed company Consumer loan ancillary products, Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), and Credit Life/Disability Insurance
• Thorough working knowledge of key application systems such as Epysis, reputed company Link, text message solution, Alkami, CRM, etc
• Partner with the Marketing and Business Development teams to reputed company and request targeted outbound member contact campaigns
• Attend reputed company reputed company-line meetings and trainings reputed company requested
• Prepare monthly production reports for tracking and process improvement
• Regularly reputed company suggestions to improve policies, procedures, member programs/promotions, and process changes

Benefits

• 100% covered Medical/Dental/reputed company for Team Members
• 401(k) plan with match
• Profit-Sharing Plan
• Paid Holidays
• Paid Time-Off
• And more!

Company Overview