- High School diploma or GED equivalent
- Previous lending experience preferred.
- Must pass the Consumer and Mortgage Loan Policy tests with a score of at least 95% within 90 days.
- Must be eligible for and willing to be a Notary Public
Required Knowledge and Abilities
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Interpersonal Skills:
- An energetic, forward-thinking, and creative individual with high ethical standards and an appropriate professional image, business-like manner, and appearance
- Acquires and maintains a complete and thorough knowledge and understanding of all Credit Union products, services, and rates.
- Maintains a high level of knowledge of Credit Union internal controls, compliance, laws, regulations, guidelines, policies, and procedures in the area of responsibility.
- Continues to improve processes, products, and services for the benefit of the member, the employees, and the Credit Union
- Ensures complete confidentiality in all areas.
- Maintains the financial integrity of the Credit Union
- Ability to communicate professionally, with courtesy and tact when dealing with management, staff, members, and vendors.
- A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance.
Other Skills:
- Ability to perform basic and complex financial calculations.
- Ability to interpret policies, procedures, regulations, and laws.
- Understanding and knowledge of Credit Union operations, business practices, products, services, service promises, and goals.
- Ability to proficiently read and write in English.
- Knowledge of grammar, punctuation, and spelling rules
- Ability to work under pressure with flexibility.
- Detail-oriented with the ability to coordinate a variety of activities and projects and simultaneously prioritize tasks and meet deadlines with minimum supervision.
- Must be a self-starter with the ability to perform detailed work accurately.
- Works well independently, as well as a team player
- Ability to apply common sense understanding to carry out detailed but involved written or oral instructions.
- Ability to solve complex problems by using your resources to make an informed decision.
- Knowledgeable of computer systems and all Microsoft products
- Using Windows in a network environment
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Physical Requirements (approximate percentage of day spent)
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Standing- 10%
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Sitting- 60%
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Bending-3%
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Squatting- 1%
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Walking- 20%
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Lifting- 3% 5-15 lbs
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Twisting-2%
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Driving- 1%*
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* Traveling may be required
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This position has minimal public contact face to face, however there is frequent communication via text, telephone, email, and mail both internal and external.
Mental and/or Emotional Requirements:
Must be able to perform job functions independently or with limited supervision and work effectively either on your own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with all types of personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure with the stress of deadlines and requirements while maintaining extreme accuracy and quality in a fast-paced environment. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Working Conditions:
Duties performed are in a branch office environment.