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. Provide exceptional member service. Assess member needs”
What You'll Achieve.
Achieve financial dreams; Increase member satisfaction; Build membership base; Retain accounts
Industry & Context.
Resolve problems; Clarify complaints; Determine cause; Provide solutions; Expedite correction; Follow up
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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