Financial Service Representative (Loan Officer) Bilingual English/Spanish preferred but not required

Mountain America Credit Union • Tooele, UT

2d • Onsite

About The Position

To cross-sell multiple financial products and services to new and existing members while providing courteous, professional and knowledgeable service. Have a consistent focus to increase member satisfaction and account retention by giving quality service.

Requirements

• At least one year of branch or related experience
• High school diploma or equivalent
• Meet expectations of an MSR II (Training classes only need to be taken once unless required as a refresher)
• Annual FSR Certification
• Items to be completed generally during the first year: New Account Training, MAU 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
• Basic computer operating skills
• Intermediate skills in Microsoft Office (Outlook, Word, Excel)
• Symitar experience
• 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.

Nice To Haves

• Bilingual English/Spanish preferred but not required
• Type a minimum of 35 words per minute preferred

Responsibilities

• Provides quality service (AAA) to members and potential members
• Follows-up (222) member interactions with thank you notes and phone calls
• Maintains current supply of sales and promotional materials
• Completes annual product knowledge, Membership and Loan Training
• 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
• Performs other duties as assigned

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED