Financial Services Representative
About The Position
At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. We are currently accepting applications for a full-time Financial Services Representative at our San Jose Branch. This position requires registration with the National Mortgage Licensing System (NMLS). Individuals in this position must satisfy all of the requirements under the category of Mortgage Loan Officer (MLO) and satisfactorily complete and supply all of the required information. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License. These requirements remain a condition of employment in this position.
Requirements
- Registration with the National Mortgage Licensing System (NMLS).
- Satisfy all requirements under the category of Mortgage Loan Officer (MLO).
- Satisfactorily complete and supply all required information for MLO registration.
- Satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License.
- At least six months to two years of similar or related experience.
- Previous experience with processing loans.
- Exceptional customer service skills.
- Excellent verbal and written communication skills.
- Professional appearance and demeanor.
Nice To Haves
- Prior experience working in a credit union or bank.
Responsibilities
- Ensure fulfillment of members' financial needs through discussions of financial wellness.
- Assist member with all transactions, including opening memberships, accounts and loans.
- Assist members with online banking inquiries.
- Interview and process member's loans. Effectively cross sell payment protection products.
- Performa outreach activities as part of the credit union's new member onboarding process.
- Consistently provide exceptional member service through financial wellness discussions and support to internal and external members.
Benefits
- 13 paid holidays
- 17 days of Paid Time Off (PTO) during first year of employment
- Up to 2% discounts on loans--including first mortgages
- 401(k) Plan with Company Match
- Medical, dental, vision insurance
- Long-term disability insurance
- Life insurance
- Voluntary insurance
- Employee assistance program
- Financial Wellness benefits and resources
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
