Connect Credit Union

Job Description

 The primary function of this job is to provide outstanding service to members by promoting and selling credit union services and products to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills and seeking to enhance service skills.

This position is a multileveled position with a job progression track, which requires the employee to be proficient in the following areas:

1) open new savings-product accounts ,

2) provide teller services to members,

3) process loan applications and close loans .

All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

Job Requirements

Position Functions

Process member loan inquiries and respond to member questions
Explain the credit union lending process
Interview members to obtain information needed to develop credit applications
Gather background information on loan applicants, researching discrepancies
Verify employment of persons applying for loans
Pull & review credit reports for all borrowers
Process credit applications using established credit procedures
Cross-sell lending and other credit union products
Input loan information in computer using established loan procedures
Present application and supporting information to loan officer
Generate loan documents for, process and disburse consumer loans as directed
Ensure documents are properly completed
Ensure loan information is properly and accurately entered into the system
Explain loan decisions to members in a clear and concise manner
Coordinate closing appointments
Assist with processing payroll deduction, distribution, and allotments as needed
Maintain loan files using established procedures