Virtual Services Processor

Financial Advisor Position

We are looking for a financial advisor who is qualified and has the desire to provide virtual service experience to our members. A Virtual Services Processor will receive, process, prepare documents, arrange for closing, and ensure loan, account, and additional services applications are efficiently and accurately completed per credit union processes. This position interacts directly with Virtual Services Representatives, Consumer Loan Underwriters, Members, and Branch Personnel to clear conditions, complete loan and account document signing. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, web-based software, email, chat, video, and mail delivery when applicable. Must be engaging, energetic, and personable to complete processes accurately and efficiently to provide a high level of service to internal and external customers. May provide backup assistance to the Virtual Services Department as requested. This position is located at: 270 Winding Hollow Boulevard Winter Springs, FL 32708

Compensation and Benefits: We offer a competitive Central Florida hourly pay of $21.10. All of current open positions are Full Time which includes a comprehensive benefits package offering: Medical, Dental, Vision, Free and Voluntary Life and Disability Insurance, 401k with match up and 100% vested, Paid Time Off, Birthdays Off, Tuition Reimbursement

Schedule and Training: Shift includes 32-40 hours per week between Monday - Friday (8am - 6pm) and Saturday (9am - 12pm). Hours will be based on the needs of the department.

Dress Code Expectations: Must comply with member facing Dress Code policy and present a professional appearance. Insight logo wear required.

Responsibilities and Qualifications: Receives loan and account files from Virtual Services Representative, ensures introduction to and directly interacts with applicants to quickly fulfill stipulations and receipt of required documentation. Maintains a thorough and current knowledge of the credit union's lending and deposit account promotions, criteria, guidelines, procedures, policies, and processes, to provide members with current information, and process loans and deposit accounts appropriately. Additionally, manages new account applications received through the Xpress Accounts online portal and approves or declines those applications based on established criteria. Provides member with timely feedback of decision on their application either verbally or via secured electronic communications. Reviews information received from applicants for efficacy. Provides timely response to applicant inquires. Works directly with Consumer Loan Underwriting and applicants to ensure counteroffers, additional offers, and other changes are communicated and finalized before moving files to closing. Answers questions regarding products and services and refers and/or fulfills Credit Union products and services beyond the members stated needs. Ensures all required stipulations, documents or other items are obtained from all resources prior to prepare closing documentation. Prepares closing documents per terms agreed and arranges loan, account, and additional services utilizing appropriate delivery services such as DocuSign, US Mail, FedEx, and UPS as required. Coordinates closing through appropriate channel depending on member needs and ensures handoffs to branch personnel are communicated effectively to ensure a high degree of member service. Prepares adverse action notices as required for online portal web apps. Receives signed closing document packages and verifies accuracy. Accurately completes funding processes in the credit union's software applications and core systems, including necessary data entry, image upload, and account notations. Work must pass all Insight Quality Assurance standards. Ability to work on multiple members, platforms, and processes at the same time without a decrease in service. Meets or exceeds departments quality service, turnaround times, and funding goals. Responsible for tracking and reporting on all accounts opened online and ensuring that all account funding has been completed and balanced. Participates in continual development of the