Financial Service Representative (Loan Officer)
Mountain America Credit Union —Moab, UT
- From $21 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Health insurance
Financial Service Representative (Loan Officer) Bilingual English/Spanish preferred, not required
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Financial Service Representative (Loan Officer)

Mountain America Credit Union -
Moab, UT

Apply Now

Job Details

Full-time
From $21 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
401(k) matching
Volunteer time off

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
Typing
Legal compliance

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

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm (Weekends Off)

LOCATION

1047 S Main St

Moab, UT 84532

At Mountain America, we are committed to taking care of all our employees.

Starting competitive pay of $21.00 or more per hour and can increase depending on experience, plus incentives
Performance reviews with opportunities to increase compensation
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
And more!

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

Refine Your Search

finance officer jobs in utah

Financial Service Representative (Loan Officer)

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

Credit Risk - Senior Credit Officer

Practice Finance Business Development Officer

Operations Compliance Officer - Salt Lake City

Chief Compliance Officer- Nelnet Bank

Senior Risk Officer - Operational Risk Oversight - Salt Lake City

Chief Financial Officer (Outsourced Services)

Treasury Management Officer

Chief Financial Officer

Investment Compliance Officer - Salt Lake City, Houston or Charlotte

Community Reinvestment Act (CRA) Officer (Hybrid)

Business Banking Officer II

Commercial Appraisal Officer

Stellantis Bank USA, BSA Officer & Deputy Chief Compliance Officer (In Formation)

Risk Officer - Vice President

Senior Risk Officer - Technology Risk Oversight - Midvale, Houston or Phoenix

Reg Compliance Officer - Strategic Partnership

Central Review Unit Risk Officer - Wealth Management Client Segment

Treasury Sales Officer II

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