Ready to look forward to going to work every day? Want to be a part of a service driven culture where employees are appreciated? Check out our opportunity with Bayer Heritage Federal Union!

Essential Functions & Responsibilities

• Process online applications, assist with selecting loan products and process the application.
• Ensure that proper documentation is received and completed.
• Cross sell disability, life, involuntary unemployment, Gap and MRC protection. Cover 60% of the total dollars processed to maintain goal and 45% of auto loans with Gap protection to maintain goal.
• Identify and offer Credit Union services that meet the members’ financial needs.
• Files loan documents with the appropriate agencies. Verifies that liens are perfected, and titles are received in a timely manner.
• Respond to all incoming digital communications and correct issues as needed.
• Act as a subject matter expert for our members on all consumer facing digital platforms.
• Actively and thoughtfully communicating with their supervisor, planning their goals and development, taking accountability for their actions and striving for excellence.
• Perform other related duties as assigned.

Performance Measurements

• To provide professional, friendly, and accurate service to members and co-workers.
• Producing, closing, and completing member loan documents, reports, titles, etc. in a timely fashion, with minimal errors.
• To proactively seek to cross sell credit union produces and services for the betterment of the member and meet 60% goal on debt cancellation products and 45% of auto loans with Gap protection.
• To respond to E-notifications in a timely manner.
• To maintain a dependable record of attendance and timeliness.

• One or more years' or similar or related experience.
• Minimum Education: High School Diploma or GED.
• Excellent business communication skills; in particular, able to write clearly and professionally for a variety of audiences.
• Excellent listening skills with ability to ask probing questions to determine member needs and overcome objections; excellent attention to detail.
• Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction.
• Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment.
• The ability to work in a fast-paced environment and meet deadlines without sacrificing quality.
• Proficiency with online messaging systems.
• Working knowledge of Microsoft Office Suite.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

EEO Statement

Bayer HFCU is an equal opportunity employer. We are committed to our policy of providing equal employment opportunity in a manner consistent with applicable laws and regulations, including federal laws prohibiting employment discrimination on the basis of race, color, creed, national origin, sex, age, disability, sexual orientation or genetic information.