Loan services representative vs member service representative

Differences between loan services representative and member service representative duties and responsibilities

Loan services representative example responsibilities.

• Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
• Track, compile, and send HUD and VA binders off to respective government agency.
• Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
• Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
• Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
• Provide internal and external customers with require foreclosure documents while meeting require deadlines.
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Member service representative example responsibilities.

• Coordinate and manage ATM and automate telephone services.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Utilize federal and state Medicaid health guidelines to implement proper manage care according to departmental policies and procedures.
• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Open different accounts base on customer needs, from basic checking and savings, to IRAs, Cds, etc.
• Train in CPR and other emergency procedures.
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