PrimeWay Federal Credit Union · 2 weeks ago
Virtual Loan Center Representative
United States
Full-time
Remote
Entry Level
2+ years expPrimeWay Federal Credit Union is seeking a Virtual Loan Center Representative who will identify members' financial needs and recommend appropriate solutions. The role involves processing loan applications and meeting established goals while providing guidance and support to members through phone and electronic channels.
FinanceFinancial ServicesNon Profit
Responsibilities
Ensuring the financial safety, soundness, and security of the credit union and its membership by completing tasks with due diligence
Within a call center environment answer incoming phone calls within targeted call metric goals
Reaching out to both members and non-members to uncover loan opportunities
Routinely following up on active loan inquiries and applications
Setting proper expectations with applicants to guide them through the loan process from application to funding
Identifying and creating opportunities to present other credit union loan products or services by actively cross-selling & counseling prospects
Selling ancillary loan products, including but not limited to: GAP, vehicle service contracts, life, disability, and involuntary unemployment
Gathering required supporting loan documents from applicants electronically
Clearly and proactively communicating with underwriting to clarify the creditworthiness of applicants
Satisfying loan conditions as assigned by the underwriting team
Performing necessary actions to ensure timely loan closing and member satisfaction scores greater than or equal to 90%
Qualification
Required
General knowledge of loan policies including but not limited to Truth in Savings, Truth in Lending, Bank Secrecy Act, and anti-discrimination legislation
General knowledge of basic call center policies and telephone etiquette
Knowledge of consumer and residential lending practices
Excellent interpersonal, communication, and public relations skills
Professional appearance and attitude
Strong organization and follow-up skills
Sound decision-making and judgment with attention to detail and accuracy
Ability to interpret information work independently and/or as part of a team and be able to adapt to the fast-changing environment to accomplish individual and team goals and meet deadlines
Basic personal computer skills and proficiency in Microsoft Office
Ability to perform in a fast-paced environment
Willing and able to work remotely if needed
Ability to maintain confidentiality with member information
1+ years of direct lending, banking, or financial sales experience in a related field
2+ years of previous sales experience is required within a retail, banking, or call center environment
High school diploma or its equivalent is required
Preferred
Some college preferred, but not required
Company
PrimeWay Federal Credit Union
You care for the community. We care for you. At PrimeWay Healthcare Community Credit Union, we’re more than a financial institution.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Weatherli Holt
SVP/Chief Financial Officer
Brent L. Vannoy
SVP, Chief Risk & Legal Officer
Recent News
Morningstar.com
2025-06-02
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