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Financial Service Representative (Loan Officer)

Company: Mountain America Credit Union
Location: Mesa
Posted on: November 20, 2020

Job Description:

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 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.Job SummaryProvides consistent focus to increase member satisfaction and account retention by giving quality service. Cross-sells multiple financial products and services to new and existing members while providing courteous, professional and knowledgeable service.Job DescriptionLOCATION

Mesa Branch

4325 E Southern Ave

Mesa, AZ 85206

SCHEDULE

Full Time; Monday - Friday 8:45am - 6:15pm; Rotating Saturdays 8:45am - 2:15pm


  • Day off during the week when a Saturday is worked.

    ESSNETIAL DUTIES AND RESPONSIBILITIES

    To be effective, an individual must be able to perform each job duty successfully.

    • Provides quality service (AAA) to members and potential members
    • Follows-up member interactions with thank you notes and phone calls (222)
    • Completes annual product knowledge, membership and loan training courses
    • Accurately and efficiently processes deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties in accordance with established policies and procedures
    • Balances cash drawer as required
    • Prepares and disburses loans within lending limits and credit union guidelines
    • Represents the credit union in a professional manner, both in dress and in actions
    • 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
    • Reaches out to the community through outbound phone calls and by attending SEG events.
    • Performs other duties as assigned

      KNOWLEDGE, SKILLS, and ABILITIES

      The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

      Experience

      At least one year of retail banking or related sales experience

      Education

      High school diploma or equivalent

      Licenses, Certificates, Registrations, Trainings

      • Annual FSR Certification
      • Items to be completed generally during the first 6 months:
      • New Account Training
      • IRA Training
      • Loan Training
      • Loan Follow-up Training
      • MAU Annual Learning Plan
      • Notary Public
      • NMLS Certification
      • Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration

        Computer/Office Equipment Skills

        • Basic computer operating skills
        • Intermediate skills in Microsoft Office (Outlook, Word, Excel)
        • Symitar experience
        • Type a minimum of 35 words per minute preferred

          Managerial Responsibility

          Has no supervisory/managerial responsibilities

          Other Skills and Abilities

          • 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

            PHYSICAL ABILITIES / WORKING CONDITIONS

            Physical Demands

            Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently

            Vision Requirements

            Close vision (clear vision at 20 inches or less)

            Distance Vision (clear vision at 20 feet or more)

            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)

            Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Keywords: Mountain America Credit Union, Mesa , Financial Service Representative (Loan Officer), Sales , Mesa, Arizona

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