Highly competitive compensation package offered

Stay Bonus offered for select positions.

• Originates/completes all loan applications initiated in the Lending Center, gathers necessary loan documents, collects upfront fees, and submits loan for processing.

• Consults with applicants on a variety of mortgage financing products and consumer loan programs the credit union has to offer.

• Using credit union provided lists, contacts members and prospective members to generate new consumer and real estate loans.

• Follows up on incomplete applications to help and/or determine applicant’s intentions.

• Coordinates with mortgage processors, communicates with applicants and other parties respectively on the progress of the application.

• Completes follow up with mortgage partners to ensure loan closing and resolve any problems while ensuring compliance guidelines.

• Source and develop loans for all aspects of our market including but not limited to: HELOC, residential real estate, new construction, auto loans, and consumer loans.
  

• Work with loan center team to ensure that all pertinent account documentation is complete and accurate.

• Support the credit union’s strong relationship building culture through on-going member contact, quality member service, and superior product knowledge.
  

• Build and maintain positive relations with all members, potential members, and co-workers.

• Assist potential members with opening membership account.

• Assist members with opening checking and savings accounts.

• Refers members when applicable to CUNA Mutual financial advisors.
  

• Comply with all department and company policies, procedures, and regulations.
  

• Other duties as assigned.

• The ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Credit Union’s exposure to loss or fraud and the ability to think through and rationalize decisions.

• Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering & Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy.