About this role
Member Advisor at Allegacy Federal Credit Union. Location: Charlotte, North Carolina, United States. Role: offering advice, processing transactions, selling products Requirements: Provide front-line member service, process transactions, handle loan applications, sell financial products, and use CRM and lending systems. High school diploma and cash/financial services experience required; eligible to register as Mortgage Loan Originator. Category: Sales Seniority: Entry Level Tools: CRM, Miser, Velocity, Anytime Access, Digital Insight Certifications: mortgage loan originator Commitment: Full Time Workplace: Onsite Languages: English