Home Loan Receptionist at RALLY CREDIT UNION

Corpus Christi, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Mar, 26

Salary

0.0

Posted On

14 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Reception, Home Loan Programs, Mail Management, Lobby Management, Document Management, Communication, Organization, Multi-tasking, Attention to Detail, Confidentiality, Teamwork, Decision Making, Time Management, Problem Solving, Discretion

Industry

Financial Services

Description

Job Details Level: Entry Job Location: Real Estate Center - Corpus Christi, TX Position Type: Full Time Salary Range: Undisclosed Summary PRIMARY OBJECTIVE OF POSITION Provide quality service, administer lobby reception area, greet members/applicants, answer phones, address home loan inquiries, sort and distribute mail and indirect applications. Order and maintain branch supplies. ESSENTIAL JOB FUNCTIONS Greet, screen members and direct to appropriate personnel. Manage Lobby Tracker, lobby traffic and rotation of team members. Address member inquiries on current home loan programs as well servicing inquiries Manage, track, and assign online home loan applications to appropriate loan officers. Manage, upload and assign faxes to appropriate personal. Make copies of documents provided by members/applicants and upload to the corresponding system. Ensure neatness of Home Loan Center lobby area, supply room and printer stations. Answer incoming calls and route to appropriate personnel. Ensure adequate office supplies are on hand, order as needed. Cross Sell Credit Union Services. Schedule FedEx Package pickup. Schedule cross training when requested by department managers. Follow current policies and procedures as set by the Board of Directors. Comply with financial industry rules and regulations as required by law. All other duties as assigned. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Assistant Vice President Home Loan Processing Contacts: Frequent contact with real estate personnel and members. Qualifications EDUCATION High school diploma/GED EXPERIENCE Six (6) months of customer service/reception experience. Home loan or financial experience is preferred. Candidate may be subject to registry requirements through NMLS (Nationwide Home loan Licensing System). PHYSICAL REQUIREMENTS Frequent viewing of computer monitors, and writs/hand movement is inherent to the job, restricting to workstation for extended periods of time, standing or sitting. Vision abilities required by this job include close vision for frequent viewing of computer monitor, review of documents and greeting members. The ability to lift 25 lbs., ability to bend, stoop, and reach overhead required. Communication abilities required by the job includes clarity in speech and hearing for effective staff/member interaction . MENTAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Proven ability to make decisions based upon prior precedence, business knowledge and judgment. EQUIPMENT REQUIREMENTS Personal computer with windows environment, Microsoft office, copy machine, , telephone, calculator, and laser printer. I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my “at-will” employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, and responsibilities that may be assigned, and/or directed by management.

Responsibilities

The Home Loan Receptionist is responsible for providing quality service in the lobby reception area, greeting members and applicants, answering phones, and addressing home loan inquiries. Additional duties include managing applications, maintaining supplies, and ensuring the lobby area is neat and organized.