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Hire Ahead Financial Service Representative (Loan Officer)

Mountain America Credit Union -
Spanish Fork, UT

Apply Now

Job Details

Full-time
2 days ago

Qualifications

Computer operation
Financial sales
Financial services customer support
Microsoft Excel
Microsoft Outlook
Computer literacy
Basic math
Promoting bank products
High school diploma or GED
Driver's License
Documentation tools
Financial product expertise
Typing

Full 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 [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.

The Financial Service Representative (FSR) I assesses and meets member needs by using AAA skills to assess, advise, and assist members with their financial needs. FSRs provide value through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams.

Job Description

LOCATION

Spanish Fork Branch:

1308 N Canyon Creek Pkwy

Spanish Fork, UT 84660

Payson Branch:

818 S. State St.

Payson, UT 84651

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm;

Saturdays at Payson Branch 8:40am – 2:15pm

*Day off during the week when working a Saturday*

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

Member Focus

Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our members’ needs and accomplish the credit union objectives.
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
Consistent focus on increasing member satisfaction, building the membership base and account retention.
Expected to meet sales and service goals.
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services.
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.

Loan Servicing

Originates loans by accepting, reviewing, and approving loan applications.
Interviews loan applicants, reviewing credit report and cross-sells loans.
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
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
Loan Underwriters, Title Specialist

Other Responsibilities

Acts as a liaison to Business Services
Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
May require travel to other branches
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 1+ year of retail banking or related sales and customer service experience.
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
Ability to multi-task and maintain composure while handling all member activities and requests.
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.

Education
High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

Requires valid driver’s license for travel.

Training to be completed:

Mountain America Accounts and Lending
Required regulatory and compliance trainings.
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
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
Symitar experience preferred

Managerial Responsibility

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
Ability to stand, walk, kneel and crouch occasionally

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)

#INDMS

#LI-CC1

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

Apply Now

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