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Credit Union Customer Service

Location:
Pittsburgh, PA, 15219
Posted:
May 25, 2024

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Resume:

Linda Krapp

412-***-****

ad5yk5@r.postjobfree.com

Qualified individual with eighteen years of credit union experience seeking Relationship Banker position in the Pittsburgh area.

EXPERIENCE

**** *o current

Pittsburgh Federal Credit Union

317 Brownsville Rd., Pittsburgh, PA 15210

Summary of responsibilities during my tenure.

MEMBER SERVICE REPRESENTATIVE

Build relationships by providing quality service to all member inquiries via phone/email/in person.

Open new accounts for persons who qualify based on Credit Union policy.

Process all transactions, deposits, withdraws, transfers, loan payments.

Balance cash drawer and process vault transactions verified by another coworker.

Provide knowledge of all available credit union products to customers

Follow C.I.P. for all new members.

LOAN OFFICER

Possess thorough knowledge of policies, guidelines, and procedures for loans, underwriting, and interest rates.

Review member loan application for accurate information.

Gather all income information and corresponding paperwork associated with loan application.

Obtain credit report from Equifax.

Pull Carfax and NADA reports on vehicle loans for cash-to-value comparisons.

Calculate loan worksheet for member DTI.

Communicate with members, car dealerships, insurance companies, financial institutions, and any other businesses in reference to information regarding member/ loan application.

Perfect and release electronic titles using Dealer Track

Set up automatic loan payments on member accounts.

COLLECTIONS

Promptly alert member(s) of negative share balances

Notify customers via certified letter after 7 days, allowing 10 days for collections.

Record and update collection spreadsheet

CREDIT DISABILITY / LIFE INSURANCE CLAIMS

Gather all required documents and information from members.

File online insurance claim through CUNA Mutual Insurance Company.

Follow up with CUNA and/or member, if necessary.

After approval of claim, apply payment made by CUNA to members’ account.

EDUCATION

Carrick High School

Pittsburgh, PA

Graduated 1976



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