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Call Taker

Company: Teachers Federal Credit Union
Location: Smithtown
Posted on: November 13, 2021

Job Description:

Receives telephone calls from member/potential members, verifies their identity/ signature and, as appropriate, completes loan applications and mortgage application questionnaires, and provides requested information on the status of loans. Escalates calls as required.Cross sells by advising all callers of other Teachers products and services that they can take advantage of, completing applications as needed, and transferring PFP calls.Contacts members whose debit card may have been subject to fraud and informs them of actions that can be taken. Accesses appropriate system, initiates and notates member requested action.Adjusts/notates accounts, opens/closes debit cards, stops payments on checks, transfers funds between accounts to offset negative balances, calculates final payments and prepares/distributes payoff letters based on established guidelines. Ensures completed forms/letters are checked and as requested, checks forms prepared by other Representatives.Ensures that members' requests are appropriately addressed by researching consumer and mortgage loan problems, and providing information on products/services, existing accounts, loans, rates, closing costs, application processes, etc. Documents and notates actions taken.Participates, as assigned, in WebChat and email activities to respond to questions and provide information on services, rates, application processes, etc.Follows up with members who are interested in loans/credit cards and initiates applications.Keeps the Supervisor informed of all activities, problems and issues.Contacts branch, Collections, Mortgage, Loan Disbursement and Loan Records department staff as needed to provide information on puts all required consumer loan and other transaction information into the appropriate Call Center system/database/log in a timely and accurate manner.Maintains awareness of and complies with all Teachers and Department policies, processes procedures and applicable laws/regulations.A high school education or GED.Associate's degree preferred. Minimum of 1 year banking or related call center experience preferred.Microsoft Excel and Word proficiency required.Strong oral/written communication, interpersonal, problem-solving, multitasking, mathematical, computer and internet skills and excellent telephone etiquette required.Familiarity with Teachers products/services, credit reports and scoring, applicable laws/regulations, policies, practices, protocols, systems and programs.Nationwide Mortgage Licensing System and Registry required.

Keywords: Teachers Federal Credit Union, Westport , Call Taker, Other , Smithtown, Connecticut

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