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Form of work
SalaryTo assist members with loan requests, including recommending appropriate loans, loan protection products and general guidance to ensure high levels of member satisfaction. Provides clerical and administrative support needed to process and close member loan requests. Responsible for maintaining compliance with all required regulations, policies and procedures, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
Essential Functions & Responsibilities:
- Submits loan applications and prepares them for review by a Loan Underwriter. Follows-up with member to discuss loan decision.
- Processes approved loans, including mortgages and home equity loans, coordinates loan closing either in-person or remotely and disburses the loan.
- Cross-sells additional loan products and loan protection products.
- Reviews and utilizes indirect reports to identify additional loan product and loan protection cross-sell opportunities.
- Performs other duties as assigned.
Desired candidate will
- have a high school diploma or GED
- have a satisfactory credit history
- have basic knowledge of Word, Excel and Outlook
- provide prompt, accurate, courteous, friendly, timely and professional service to all members and ECCU employees.
- maintain a professional appearance, demeanor, and work environment
- maintain a dependable record of attendance and timeliness
- Maintain compliance/alignment with company culture, internal and external service standards.
Employee Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Cafeteria plan
- Paid Time Off
- Retirement plan
- Company paid LTD, STD, and Life Insurance
- Professional Development opportunities
- Wellness Benefit with tax savings
- Production Incentives - Monthly
