Mountain America
Financial Services
FinancialServiceRepresentative(LoanOfficer)
“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
Applying for this Financial Service Representative (Loan Officer) role?
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ANONYMOUS · UNFILTERED
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