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Financial Service Representative (Loan Officer)

Company: Mountain America Credit Union
Location: West Jordan
Posted on: May 3, 2021

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 DescriptionLOCATIONWest Valley - 3500 South Branch2850 W 3500 SWest Valley City, UT 84119SCHEDULE Full time: Monday-Friday 8:45am-6:15pm; Rotating Saturdays 8:45am-2:15pmTo be effective, an individual must be able to perform each job duty successfully.Provides quality service (AAA) to members and potential membersFollows-up member interactions with thank you notes and phone calls (222)Completes annual product knowledge, membership and loan training coursesAccurately and efficiently processes deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties in accordance with established policies and proceduresBalances cash drawer as requiredPrepares and disburses loans within lending limits and credit union guidelinesRepresents the credit union in a professional manner, both in dress and in actionsComplies 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 positionReaches out to the community through outbound phone calls and by attending SEG events.Performs other duties as assignedKNOWLEDGE, SKILLS, and ABILITIESThe 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.ExperienceAt least one year of retail banking or related sales experienceEducationHigh school diploma or equivalent~Licenses, Certificates, Registrations, TrainingsAnnual FSR CertificationItems to be completed generally during the first 6 months:New Account TrainingIRA TrainingLoan TrainingLoan Follow-up TrainingMAU Annual Learning PlanNotary PublicNMLS CertificationMust be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act RegistrationComputer/Office Equipment SkillsBasic computer operating skillsIntermediate skills in Microsoft Office (Outlook, Word, Excel)Symitar experienceType a minimum of 35 words per minute preferredManagerial ResponsibilityHas no supervisory/managerial responsibilitiesOther Skills and AbilitiesThorough 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 communicationPHYSICAL ABILITIES / WORKING CONDITIONSPhysical DemandsAbility to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyVision RequirementsClose vision (clear vision at 20 inches or less)Distance Vision (clear vision at 20 feet or more)Weight Lifted or Force ExertedAbility to lift up to 10 pounds consistently and up to 50 pounds occasionallyEnvironmentalThere are no unusually environmental factorsNoise EnvironmentModerate 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, West Jordan , Financial Service Representative (Loan Officer), Other , West Jordan, Utah

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