Indirect Specialist I, II, III - Contact Center - Coosa Valley Credit Union

Coosa Valley Credit Union is excited to announce an opening for an Indirect Specialist within our Contact Center located in Rome, Georgia! We are looking for individuals who are passionate about helping our members achieve their financial goals and improve their financial well-being. If you are eager to be a part of a dynamic team dedicated to making a positive impact in the lives of our members, we encourage you to apply today for this exciting opportunity within Coosa Valley Credit Union!

Role:

Responsible for providing indirect lending & members services via phone or online and actively cross sell Credit Union products/services. Assumes responsibility for providing effective support for all phases of loan processing for indirect lending programs. Prepares paperwork for loan applications. Runs reports, retrieves credit ratings, reviews files, and works up applications. Performs coding and posting functions and prepares all necessary documents for closing of loans. Perfect liens on collateral. Coordinates the loan closing as necessary. Types and mails adverse actions and related correspondence. Completes loan processing duties in accordance with established policies, procedures, and regulations.

Assumes responsibility for the effective and professional performance of member service functions initiated by phone or online portals. Performs assigned file maintenance including opening & closing accounts and account changes including ordering checks, payroll deductions, stop payments, etc. as authorized by the member or management. Presents, explains, and actively cross sells credit union products & services to members and assists in meeting their financial needs informing them of dividends, options, fees, features, and benefits. Responds to inquiries and solves problems for members by telephone, or online by listening or reading, collecting data, securing answers, and reporting results to the member. Maintains and projects the Credit union's professional reputation. Maintains privacy of member account information. Responsible for providing indirect lending & members services via phone or online and actively cross sell Credit Union products/services. Assumes responsibility for providing effective support for all phases of loan processing for indirect lending programs. Prepares paperwork for loan applications. Runs reports, retrieves credit ratings, reviews files, and works up applications. Performs coding and posting functions and prepares all necessary documents for closing of loans. Perfect liens on collateral. Coordinates the loan closing as necessary. Types and mails adverse actions and related correspondence. Completes loan processing duties in accordance with established policies, procedures, and regulations. This position is primarily telephone contact related.

Job Qualifications:

• High School diploma or GED.
• Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred.
• Must have strong oral and written communication skills.
• General skills applicable to this position include:
• A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
• Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
• Ability to interact tactfully and professionally with credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information.

Core Competencies:

Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, changes approach or method to best fit the situation.

Business Ethics - Treats people with kindness and respect, keeps commitments, inspires the trust of others, works ethically and with integrity, and upholds organizational values.

Communications - Expresses ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, writes clearly and informatively, edits work for spelling and grammar, varies writing style to meet needs, presents numerical data effectively, demonstrates effective and clear presentation skills.

Initiative - Volunteers readily, undertakes self-development activities, seeks increased responsibilities, takes independent actions and calculated risks, looks for and takes advantage of opportunities, asks for and offers help when needed.

Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in group problem-solving situations, uses reason even when dealing with emotional topics.

Sales Skills - Achieves sales goals, overcomes objections with persuasion and persistence, initiates new contacts, maintains customer satisfaction, maintains records and promptly submits information.

Hours:

• Monday-Thursday 8:00am-5:00pm
• Rotating Friday schedule until 6:00pm

Location:

• 100% in-office in Rome, Georgia

What does it mean to work at Coosa Valley Credit Union?

At Coosa Valley, serving our members is not just a job; we have a much higher purpose.

At Coosa Valley Credit Union, "We Care" and "We Listen" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service members deserve. No matter the need or unusual circumstance, we still listen.

We use our Core Values as a guide and constant reminder that we can always improve our members’ lives. We don’t charge more so that we can increase a line on a graph and we don’t believe that revenue is most important. Our purpose is simple: to help people in our hometown live better financial lives.

“Helping People Live Better Financial Lives” is the purpose that unites all of us at CVCU. We want to create value – for our members, for our employees, and for the communities in which we operate. CVCU’s employees will always put their experience, pride and enthusiasm into making this happen.