Total Quality Analyst jobs in Gaithersburg, MD

Lending Assistant Summary

A Lending Assistant’s primary purpose is to provide real solutions to members as a trusted advisor to enhance our members financial well-being and provide superior service throughout all member interactions. This is accomplished through, analysis of credit bureau reports; interviewing members in person or by telephone to identify financial needs and sales opportunities; initiate computer-based credit applications; analyze credit scores and makes routine business decisions; sells financial products and services to members; and answers member inquiries about credit union products and financial services.

What will you be doing as a Lending Assistant?

• Provide quality member service through accurate and professional face to face and over the telephone transactions to include: opening new personal and business memberships by following the new account procedure, initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Credit Union share, draft and loan products.
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration. Promote and educate members on products and services based on members needs that are uncovered from member conversations. Accountable for meeting members needs and answering questions by maintaining a strong knowledge of banking products and services.
• Responsible for complying with our bank teller Policy and Procedures document as well as all financial regulations. Refers issues beyond their authority to the next level, along with their recommended solutions. Accurately input and maintain member loan/account information on computer system. Assures that appropriate records are maintained and required reports/tasks processed.
• Assist in the training of other employees. Share your knowledge to assists co-workers on effective practices, procedures and policies and provide meaningful member service.
• Other duties as assigned.

Qualifications:

• Six months to two years of similar or related experience.
• A high school education or GED.

If you think you are the superhero to bring unforgettable experiences to our members and help grow a thriving organization, please apply. We appreciate your interest in employment and look forward to meeting you!

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Lending: 1 year (Preferred)

Language:

• Spanish (Required)

Ability to Relocate:

• Arlington, VA: Relocate before starting work (Required)

Work Location: In person