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Job Summary

Company
EDS Credit Union
Location
Plano, TX 75025
Industries
Banking
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Education Level
High School or equivalent
Career Level
Experienced (Non-Manager)
Salary
15.00 - 18.75 USD /hour

Sr. Personal Financial Assistant - Call Center

About the Job

Sr. Personal Financial Assistant – Call Center

EDS Credit Union

 

If you have a desire to utilize your loan experience, we want to hear from you!

 

 EDS Credit Union is seeking such an individual for our call center in North Plano.   

 

About the Job       

  • Assist members with telephone requests
  • Originate loan applications and contact members to relay loan decisions.
  • Identify cross-sell opportunities and provide enhanced services to members
  • Interpret credit bureau information received in reference to applications.
  • Maintain a working knowledge of lending guidelines.
  • assure that appropriate records are maintained and required reports are prepared.
  • Perform other duties and assist other departments as assigned.

Qualifications:

  • Equivalent to a high school degree, some college preferred
  • One year or more loan origination experience
  • Three years in a financial institution and/or call center environment preferred
  • Working knowledge of Microsoft Office and Windows

 

At EDS Credit Union, we are committed to creating member value by the delivery of exceptional personalized service and competitive products.  We offer excellent benefits, competitive salary and a progressive learning environment.

 

 

Send resume with salary requirements to jobs@edscu.org

 

“EDS Credit Union is an equal opportunity employer”

 

 
 

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Contact Information

EDS Credit Union