LOAN OFFICER 

To assist members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, direct members to the appropriate people, consistently recommend financial cross savings products, and reach monthly production expectations.

REQUIREMENTS: To provide professional, prompt, courteous, friendly, accurate and timely service to all members. (To assist members waiting in the lobby promptly. To answer telephone within 3 rings; respond without delay to all correspondence; to return calls by end of business day).

To process member transactions with zero errors. To develop and improve knowledge and skills in Member Service Areas. To meet or exceed lending production and sales goals. To maintain a professional work environment and businesslike appearance. To maintain a dependable record of attendance and timeliness. To troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner. To develop continuous improvement of position and provide the opportunity for more responsibility. Assists members with loan application, loan process, opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. Identifies cross saving opportunities and offers financial products or services to members.
Receives and processes member financial transactions, including deposits, withdrawals, and loan payments. Balances cash drawer and daily transactions. Welcomes members and provides routine information concerning credit union products and services and directs members to appropriate departments for specific information.
Maintains member account information on computer system and confidential. Adheres to policies, procedures, and regulatory requirements.
Acts as liaison between members and various departments.

Legal Statement

We provide Equal Employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. We are an equal opportunity employer of individuals with disabilities and support the hiring of veterans.