Mountain America
Financial Services
FinancialServiceRepresentative(LoanOfficer)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
Problem resolution
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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