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Member Services Representative, AACU Home Equity Center

Job ID: 23-04210
Job title: Member Services Representative
Location: Fort Worth, TX 76155
Duration: 3+ months (Possibility of extension)
 
Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions. We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups.
 
Description:
 
Responsible for reviewing home equity loan requests and assisting client Credit Union members with closing their loan.

Principal Duties and Responsibilities
• Handle file set-up for home equity loans which includes providing appropriate disclosures to members, speaking with members about their loan terms, and reviewing the loan for closing
• Perform daily review on the Home Equity pipeline
• Process Closing Docs for home equity loans
• Process Property Condition Reports for Home Equity Loans
• Process Verification of Employment for Home Equity Loan applicants
• Perform booking of home equity loans
• Input home equity loan data into daily Excel spreadsheets
• Perform other duties as assigned
• The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

Minimum Qualifications
• High school diploma or GED
• Minimum of 2 years of previous experience, preferably in a credit union environment

Preferred Qualifications
• Experience in mortgage lending
• Previous customer service experience

Knowledge, Skills & Abilities
• Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
• Knowledge of Loan Link and Episys System
• Ability to exercise excellent member and customer service skills
• Skilled in above average interpersonal and communication skills and professional telephone manners
• Ability to perform basic math calculations and analyze data
• Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team in a diverse environment
• Ability to interact professionally with all employees and members
• Ability to learn quickly and adapt well to change
• Ability to self-motivate with strong organization skills and capacity for attention to detail
• Ability to speak, read, and write Spanish is a plus
• Ability to effectively communicate with all levels both verbally and written
• Ability to effectively prioritize work and meet deadlines
• Ability to maintain satisfactory performance and attendance
 
Intelliswift is committed to fair and equitable compensation practices. The range provided for this position is determined by various factors including, but not limited to, relevant work experience, skills, certifications, and location. Intelliswift offers medical insurance, dental insurance, vision insurance, supplemental life and AD&D insurance, and any other benefits per state law.
Equal Employment Opportunity Statement
Intelliswift celebrates a diverse and inclusive workforce. We offer equal employment opportunities to all applicants and employees. All qualified applicants will be considered regardless of race, color, sex, gender identity, gender expressions, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other protected basis under the law.
Americans with Disabilities Act (ADA)
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact Intelliswift Human Resources Department
Other Employment Statements
Intelliswift participates in the E-Verify program.
 

For information on Intelliswift Software, Inc., visit our website at www.intelliswift.com.
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