MSR/Loan Officer

Kalsee Credit Union•Portage, MI

12d

About The Position

The MSR/Loan Officer handles member needs and works to exceed expectations while adding value to each interaction. The role performs a range of branch duties, including opening accounts, lending, and teller transactions. It also supports member service, sales, cash management, compliance, and staff training. KALSEE Credit Union may modify or adjust the position to meet the credit union’s changing needs.

Requirements

High school diploma or equivalent required.
Proficient using Microsoft Office products.
Excellent verbal and written communication skills.

Nice To Haves

At least 2 years of credit union or banking experience in a branch environment preferred.
Previous lending experience preferred.
Bachelor’s degree preferred.

Responsibilities

Greet and proactively engage members while displaying KALSEE’s Values.
Provide excellent member service through member-focused problem solving and creative solutions.
Interview members and open accounts.
Understand the benefits, features, and underwriting requirements of Consumer and Mortgage Loan products; take and process loan applications, make lending decisions, and close loans.
Cross-sell KALSEE products and services.
Perform teller transactions and approve checks for tellers when needed.
Manage the vault, including buying and selling cash to tellers.
Handle member complaints and take appropriate action to resolve them.
Stay abreast of new loan types and other financial products and services.
Assist in training new staff.
Review activities for compliance with established policies, procedures, and regulations, including Bank Secrecy Act, Anti-Money Laundering, and Office of Foreign Assets Control regulations.
Participate in annual training as required by the BSA/OFAC Compliance Officer.
Perform other duties as assigned by the supervisor.