IRA Services Representative, Sr. jobs in Santa Maria, CA

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business.

In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations to include but is not limited to:

• Originate loan applications and review loan files to verify application is complete.
• Maintain all contact with members for consumer loans to ensure loan process steps are completed.
• Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates.
• Establish, convert, or assist with complex special accounts and transactions.
• Educate and promote credit union ancillary products.
• Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required.
• Support members with fraud disputes and compromised memberships.
• Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards.
• Assist members with remote access.
• Support branch management with monthly and quarterly audits as needed.

Education/Experience: A High School Diploma or GED and one to three years similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, computer skills, and a passion for sales. Ability to exercise sound judgment in all situations and foster sound relationships with others. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements.

EOE

As part of the recruitment process, SESLOC may run a bond check, credit check and criminal history check as part of the recruitment process.  If SESLOC runs these reports, we will obtain your authorization first.