Job Description

Reporting to the Support Manager, the eBranch Support Specialist will be a main support for the eBranch Member Advocates by providing exceptional experiences to our members through continuous proactive support, effective communication, timely follow-up, and attention to accuracy.

What you will do here:

Work with eBranch Member Advocates (MA) to support  in making direct and indirect communication to members to fulfill eBranch processes. This includes but is not limited to emailing or calling members to obtain documents, signatures, missing information, or scheduling loan closings.

Audit all applications set up by department MA’s to ensure all documents have been omitted of errors and completed correctly.

Interact with Desert Financial’s members and non-members via the online chat channel by answering questions related to new membership, loans and other Desert Financial products. Convert chat leads into sales leads for the MA’s.

Disperse qualified leads to the MA's received through multiple channels.

Review, process and follow-up on account applications and follow up with members to complete the account origination process.

Work to ensure that all online new account applications are decisioned in a timely and accurate manner. Review credit reports and other credit-related information to determine qualifications for membership with Desert Financial.

Perform other job-related duties as assigned.

What you will need:

High School Diploma or GED required.

1 years of Teller, Business, Banking, and/or Financial experience required.

Experience with APPRO, Action, Salesforce, and/or Keystone preferred.

Understanding of the credit life cycle and credit worthiness based on reviewing consumer credit reports required.

Knowledge of a wide range of consumer and business products including savings, checking, home equity, mortgage, investments, insurance and ancillary products and services required.

Advanced knowledge of Microsoft Office Suite required.

Understanding of call center lead management and distribution preferred.

Experience as a Credit Analyst responsible for approving consumers for new accounts or loan related products preferred preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit:

Application Instructions

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