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Virtual Direct Support Specialist - NOT REMOTE

OneAZ Credit Union
Phoenix, AZ Remote Full Time
POSTED ON 1/15/2025 CLOSED ON 4/1/2025

What are the responsibilities and job description for the Virtual Direct Support Specialist - NOT REMOTE position at OneAZ Credit Union?

Our associates enjoy a one-of-a-kind culture with a rich benefits package that includes :

  • Generous paid time off : 10 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time
  • Low-cost Medical, Dental & Vision plans - as low as $5 per pay period
  • Paid childcare assistance (up to $96 per pay period)
  • Award-winning 401(k) 5% discretionary match - fully vested from day 1
  • 100% Gym fee reimbursement up to $75 / month
  • 100% Tuition Reimbursement Up to $5,250
  • 1200 / yr student loan repayment
  • Plus a great schedule with NO WEEKENDS!
  • Target hiring range $22-$29 / hr (Depending on experience and prior to any incentives this position is eligible for)

This position will be located at our Corporate Office : 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

Our ideal candidate

The Virtual Direct Support Specialist works in a call center environment dedicated to meeting members' loan origination and deposit account needs. The position is responsible to support Virtual Bankers with loan applications pre and post funding. The Virtual Direct Support Specialist will act in a support role to ensure a fast and efficient loan process for every member. The role partners closely with other Member Care Center associates, Mortgage Loan Processors, and back-office support staff.

A typical day might include the following

  • Process post funding Loan Protection Product (LPP) sales.
  • Process loan fundings as necessary including mailing out loan proceed checks.
  • Perform wires for fundings as needed
  • Communicate with dealers, lien holders and members as necessary to assist with title perfection.
  • Maintain knowledge of the Credit Union's membership eligibility.
  • Assist Virtual Bankers with administrative tasks associated with loan fundings
  • Provide operation support when Virtual Regional Manager is out
  • Pipeline management for Virtual Bankers
  • Use electronic signature software to send and process loan and account documents for members.
  • Perform required research to resolve escalated issues.
  • Perform overrides for new memberships as needed.
  • Perform funding duties for all consumer products excluding home equity lines of credit and loans as necessary.
  • This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

    Education

  • H.S. Diploma Required
  • Some college education Preferred
  • Experience

  • 3-5 years similar or related experience customer service experience, preferably in a financial institution and / or call center environment Required.
  • 1-3 years similar or related experience financial lending experience Required.
  • Knowledge, Skills, and Abilities

  • Strong multi-tasking, attention to detail, and problem-solving skills.
  • Ability to apply understanding when dealing with problems involving variables in standardized situations.
  • Strong written and verbal communication skills - proficient writing ability and telephone etiquette.
  • Online chat experience preferred.
  • Knowledge and experience with office suite software (e.g., Microsoft Outlook, Word, Excel) High
  • Why join the OneAZ team?

    Our culture is one-of-a-kind! You'll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do : We exist to improve the lives of our members, our associates and the communities we serve.

    We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.

    We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others. Take a look at our career page for detailed benefit information : www.oneazcu.com / about / careers

    Additional Notes :

    Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

    All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

    Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

    Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS

    Salary : $5,250

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