Mountain America

Financial Services

FinancialServiceRepresentative(LoanOfficer)

$0–0k St George, Utah, United States FULL TIME Remote Friendly
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. Provide exceptional member service. Assess member needs”

What You'll Achieve.

Achieve financial dreams; Increase member satisfaction; Build membership base; Retain accounts

Industry & Context.

Financial Services
Problems you'll solve

Resolve problems; Clarify complaints; Determine cause; Provide solutions; Expedite correction; Follow up

Eligibility Requirements

Lift up to 10 pounds consistently, Lift up to 50 pounds occasionally

What They're Looking For.

Must Have

One year retail banking experience, One year sales customer service experience, Ability to prepare loan documents, Ability to perform mathematical calculations, Ability to communicate effectively, High school diploma or equivalent

Nice to Have

Type 35 words per minute, Symitar experience

What You'll Do.

Provide exceptional member service

Advise to improve financial situation

Service existing accounts

Explain products and services

Recognize member needs

Cross-sell products and services

Increase member satisfaction

Build membership base

Resolve member problems

Follow up with members

Accept loan applications

Review loan applications

Approve loan applications

Interview loan applicants

Review credit reports

Prepare loan documentation

Initiate credit reports

Reach out to community

Perform Teller duties

Represent credit union

Respond to communication

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, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams. # **_Job Description_** **LOCATION** St George Mall Dr Branch: 2984 E. Mall Dr. St George, UT 84790 **SCHEDULE** Full Time: Monday - Friday 8:40am-6:15pm Saturdays 8:40am - 2:15pm *Day off during the week when a Saturday is worked* 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 • 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, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s 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 ar

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