Mountain America

Financial Services

FinancialServiceRepresentative(LoanOfficer)

$0–0k Spanish Fork, Utah, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Financial Service Representative (Loan Officer) at Mountain America. Skills: Loan origination, Member service, Cross-selling. Assess member needs. Advise members on financial situation”

What You'll Achieve.

Meet sales goals; Meet service goals

Industry & Context.

Financial Services
Problems you'll solve

Problem resolution

Eligibility Requirements

Requires valid driver's license, Lift up to 10 pounds consistently, Lift up to 50 pounds occasionally

What They're Looking For.

Must Have

1+ year retail banking experience, 1+ year sales experience, 1+ year customer service experience, 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 preferred, Bilingual in Spanish/English

What You'll Do.

Advise members on financial situation

Service existing accounts

Explain products and services

Educate on financial transaction options

Cross-sell products and services

Increase member satisfaction

Build membership base

Provide additional consultation

Resolve member problems

Follow up with member interactions

Accept loan applications

Review loan applications

Approve loan applications

Interview loan applicants

Review credit reports

Prepare loan documentation

Initiate credit reports

Comply with regulations

Reach out to community

Perform Teller duties

Represent credit union professionally

Respond to communication timely

Complete product knowledge courses

Travel to other branches

How You'll Work.

Team & Collaboration

Business Services liaison

Communication Scope

Written communication; Verbal communication

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* At Mountain America, we are committed to taking care of all our employees. * Starting competitive pay of $19.00 per hour and can increase depending on experience, plus incentives * **If bilingual in Spanish/English you will receive an additional $1.00/hr compensation** * 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

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