Financial Service Representative (Loan Officer)Mountain America Credit Union • Salt Lake, Utah, USA
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Financial Service Representative (Loan Officer)
Mountain America Credit Union • Salt Lake, Utah, USA
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job_description.job_card.job_descriptionProvides exceptional member service to credit union membership by assessing member needs advising to improve their financial situation. Which includes opening new accounts servicing existing accounts and explaining our products and services that best suit our members needs and accomplish the credit union objectives. Recognizes member needs educates on options for managing financial transactions through MACU tools resources technology and cross-sells products and services as needs arise through a consultation approach Consistent focus on increasing member satisfaction building the membership base and account retention Expected to meet sales and service goals Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services Resolves problems by clarifying member complaints determining the cause of the problem providing the best solution to resolve the problem expediting correction or adjustment and following up to ensure resolution. Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach Originates loans by accepting reviewing and approving loan applications. Interviews loan applicants reviewing credit report and cross-sells loans. Prepares loan documentation initiates credit reports and conducts closings for home equity personal and auto loans Complies with all regulations as required by law including but not limited to Bank Secrecy Act OFAC FACT Act GLBA Regulation CC (funds availability) Regulation DD (TIS) and other regulations as required by law as it relates to his / her position Loan Underwriters Title Specialist Acts as a liaison to Business Services Reaches out to the community through outbound phone calls and by attending SEG events Performs Teller duties as needed Represents the credit union in a professional manner both in dress and in actions Keeps work area neat and clean Responds to email / voicemail / missed calls / other communication in a timely manner Actively participates and completes product knowledge courses Complies with all regulations as required by law May require travel to other branches Performs other duties as assigned At least one year of retail banking or related sales and customer service experience Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence. Ability to multi-task and maintain composure while handling all member activities and requests Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service. Ability to perform mathematical calculations. Ability to communicate effectively using written and verbal communication MSR Certification Package : MSR Sales Certification Annual FSR Certification New Account Training IRA Training Loan Training Loan Follow-up Training Notary Public NMLS Certification Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook Word Excel) Type a minimum of 35 words per minute preferred Symitar experience preferred Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence Ability to multi-task and maintain composure while handling all member activities and requests Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication Thorough knowledge of credit union policies procedures and regulations Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication Ability to talk hear sit use hands to handle or feel and reach with hands and arms consistently Ability to stand walk kneel and crouch occasionally Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) This Job is not eligible to be performed in Colorado or Connecticut either remotely or in-person.
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
At Mountain America the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
Job Description
Location :
South Salt Lake State St Branch
3028 S State Street
Salt Lake City UT 84115
United States of America
Schedule
Full Time; Monday Friday 8 : 40am 6 : 15pm; Saturdays 8 : 40am 2 : 15pm
- Day off during the week when a Saturday is worked
Bilingual English / Spanish preferred but not required
At Mountain America we are committed to taking care of all our employees.
Starting competitive pay of $18.50 per hour and can increase depending on experience plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off volunteer time off and paid holidays
Matching 401K
Tuition assistance
Professional development
And more!
To be effective an individual must be able to perform each job duty successfully.
Member Focus
Loan Servicing
Other Responsibilities
KNOWLEDGE SKILLS and ABILITIES
The requirements listed are representative of the knowledge skills and / or abilities accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Education
High school diploma or equivalent
Licenses Certificates Registrations Trainings
To be completed during the first 90 days :
Teller Follow-up Training
Training to be completed generally during the first 90 days :
Computer / Office Equipment Skills
Managerial Responsibility
No supervisory / managerial responsibilities
Other Skills and Abilities
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Vision Requirements
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers light traffic)
#LI-HJ1
Mountain America Credit Union is an EEO / AA / ADA / Veterans employer.
Required Experience :
Unclear Seniority
Key Skills
Internal Audit,Financial Performance,Financial Goals,Financial Policies,Journal Entries,Accounting,General Ledger Accounts,Financial Statements,Financial Transactions,Financial Procedures,Annual Budget,Ensure Compliance,Powerpoint,CPA,Financial Management
Employment Type : Full-Time
Experience : years
Vacancy : 1
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