Mountain America
Financial Services
BilingualFinancialServiceRepresentative(LoanOfficer)
“Bilingual Financial Service Representative (Loan Officer) at Mountain America. Skills: Sales, Member service, Loan servicing. Assess member needs. Advise members on financial situation”
What You'll Achieve.
Increase member satisfaction; Build membership base; Retain accounts
Industry & Context.
Problem resolution
Requires travel to other branches, Ability to lift up to 10 pounds consistently, Ability to lift up to 50 pounds occasionally
What They're Looking For.
Must Have
1+ year retail banking experience, Ability to satisfy immediate needs, Ability to multi-task, Ability to prepare loan documents, Ability to perform mathematical calculations, Ability to communicate effectively, High school diploma or equivalent, Valid driver's license
Nice to Have
Type 35 words per minute, Symitar experience
What You'll Do.
Advise members on financial situation
Service existing accounts
Explain products and services
Educate on financial options
Cross-sell products and services
Increase member satisfaction
Build membership base
Provide consultation on products
Resolve member problems
Follow up with members
Review loan applications
Approve loan applications
Interview loan applicants
Review credit reports
Prepare loan documentation
Initiate credit reports
Conduct loan closings
Reach out to community
Perform Teller duties
Represent credit union professionally
Respond to communication timely
Complete product knowledge courses
How You'll Work.
Communication Scope
Written communication; Verbal communication
Applying for this Bilingual Financial Service Representative (Loan Officer) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Mountain America?
Real rants from real employees. Read before you apply.