Support Center Loan Officer
Erie, PA Erie, PA Estimated:
$27.
6K - $34.
9K a year Estimated:
$27.
6K - $34.
9K a year 3 days ago 3 days ago 3 days ago GENERAL
Summary:
Provide information and member services concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service.
Responsible for facilitating the phone loan applications and the approval of lending products.
ESSENTIAL FUNCTIONS Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
Provide members with information on available lending products and services by phone, email or additional member service applications.
Perform credit union transactions per members' requests (with the exception of those that deal with cash handling.
).
Provide correspondence when necessary to members as requested.
Assist members with the loan application process to ensure completeness of information.
Gather background information on applications by interviewing applicants.
Pull credit reports, verify debts, and calculate debt to income ratios on loan applicants.
Cross-sell credit union products and services when appropriate.
Perform loan payoffs on all loan types.
Assist members with inquiries on existing loan accounts and services.
Perform necessary research for a resolution.
Approve and deny loans within authority limit and in accordance with established lending policy.
Review all loan applications and related documents before forwarding to branch staff.
Assist with all Support Center functions when necessary.
Maintain knowledge of all Credit Union products and services.
Maintain current knowledge of and compliance with all Credit Union policies and procedures, including compliance with the Bank Secrecy Act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies.
Use Synapsys for functions and procedures set by the credit union and notes about members accounts.
NOTE:
The list of essential functions is not exhaustive.
It may be supplemented as necessary.
JOB SPECIFICATIONS Completion of high school education.
Requires previous work experience in a member/customer service, teller or related position.
Financial institution experience is preferred.
Requires professional, well-developed interpersonal skills for communicating with members and coworkers.
Ability to work in a high paced and often high stress environment.
Requires intermediate mathematical skills (concepts and calculations involving decimals, fractions, percentages, etc.
).
Requires PC and internet proficiency and knowledge of Microsoft and other web browsers.
PHYSICAL REQUIREMENTS Sitting = Continuous Crawling = Occasional Standing = Frequent Climbing = Occasional Walking = Frequent Balancing = Occasional Driving an automobile = Occasional Reaching Overhead =Occasional Lifting/Carrying = Occasional Reaching Forward = Occasional Amount of Weight = 15-25 Kneeling = Occasional Squatting = Occasional Push/Pull = Occasional Bending = Occasional Twisting = Occasional DISCLAIMER The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
Provide members with information on available lending products and services by phone, email or additional member service applications.
Perform credit union transactions per members' requests (with the exception of those that deal with cash handling.
).
Provide correspondence when necessary to members as requested.
Assist members with the loan application process to ensure completeness of information.
Gather background information on applications by interviewing applicants.
Pull credit reports, verify debts, and calculate debt to income ratios on loan applicants.
Cross-sell credit union products and services when appropriate.
Perform loan payoffs on all loan types.
Assist members with inquiries on existing loan accounts and services.
Perform necessary research for a resolution.
Approve and deny loans within authority limit and in accordance with established lending policy.
Review all loan applications and related documents before forwarding to branch staff.
Assist with all Support Center functions when necessary.
Maintain knowledge of all Credit Union products and services.
Maintain current knowledge of and compliance with all Credit Union policies and procedures, including compliance with the Bank Secrecy Act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies.
Use Synapsys for functions and procedures set by the credit union and notes about members accounts.
Completion of high school education.
Requires previous work experience in a member/customer service, teller or related position.
Financial institution experience is preferred.
Requires professional, well-developed interpersonal skills for communicating with members and coworkers.
Ability to work in a high paced and often high stress environment.
Requires intermediate mathematical skills (concepts and calculations involving decimals, fractions, percentages, etc.
).
Requires PC and internet proficiency and knowledge of Microsoft and other web browsers.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$27.
6K - $34.
9K a year Estimated:
$27.
6K - $34.
9K a year 3 days ago 3 days ago 3 days ago GENERAL
Summary:
Provide information and member services concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service.
Responsible for facilitating the phone loan applications and the approval of lending products.
ESSENTIAL FUNCTIONS Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
Provide members with information on available lending products and services by phone, email or additional member service applications.
Perform credit union transactions per members' requests (with the exception of those that deal with cash handling.
).
Provide correspondence when necessary to members as requested.
Assist members with the loan application process to ensure completeness of information.
Gather background information on applications by interviewing applicants.
Pull credit reports, verify debts, and calculate debt to income ratios on loan applicants.
Cross-sell credit union products and services when appropriate.
Perform loan payoffs on all loan types.
Assist members with inquiries on existing loan accounts and services.
Perform necessary research for a resolution.
Approve and deny loans within authority limit and in accordance with established lending policy.
Review all loan applications and related documents before forwarding to branch staff.
Assist with all Support Center functions when necessary.
Maintain knowledge of all Credit Union products and services.
Maintain current knowledge of and compliance with all Credit Union policies and procedures, including compliance with the Bank Secrecy Act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies.
Use Synapsys for functions and procedures set by the credit union and notes about members accounts.
NOTE:
The list of essential functions is not exhaustive.
It may be supplemented as necessary.
JOB SPECIFICATIONS Completion of high school education.
Requires previous work experience in a member/customer service, teller or related position.
Financial institution experience is preferred.
Requires professional, well-developed interpersonal skills for communicating with members and coworkers.
Ability to work in a high paced and often high stress environment.
Requires intermediate mathematical skills (concepts and calculations involving decimals, fractions, percentages, etc.
).
Requires PC and internet proficiency and knowledge of Microsoft and other web browsers.
PHYSICAL REQUIREMENTS Sitting = Continuous Crawling = Occasional Standing = Frequent Climbing = Occasional Walking = Frequent Balancing = Occasional Driving an automobile = Occasional Reaching Overhead =Occasional Lifting/Carrying = Occasional Reaching Forward = Occasional Amount of Weight = 15-25 Kneeling = Occasional Squatting = Occasional Push/Pull = Occasional Bending = Occasional Twisting = Occasional DISCLAIMER The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
Provide members with information on available lending products and services by phone, email or additional member service applications.
Perform credit union transactions per members' requests (with the exception of those that deal with cash handling.
).
Provide correspondence when necessary to members as requested.
Assist members with the loan application process to ensure completeness of information.
Gather background information on applications by interviewing applicants.
Pull credit reports, verify debts, and calculate debt to income ratios on loan applicants.
Cross-sell credit union products and services when appropriate.
Perform loan payoffs on all loan types.
Assist members with inquiries on existing loan accounts and services.
Perform necessary research for a resolution.
Approve and deny loans within authority limit and in accordance with established lending policy.
Review all loan applications and related documents before forwarding to branch staff.
Assist with all Support Center functions when necessary.
Maintain knowledge of all Credit Union products and services.
Maintain current knowledge of and compliance with all Credit Union policies and procedures, including compliance with the Bank Secrecy Act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies.
Use Synapsys for functions and procedures set by the credit union and notes about members accounts.
Completion of high school education.
Requires previous work experience in a member/customer service, teller or related position.
Financial institution experience is preferred.
Requires professional, well-developed interpersonal skills for communicating with members and coworkers.
Ability to work in a high paced and often high stress environment.
Requires intermediate mathematical skills (concepts and calculations involving decimals, fractions, percentages, etc.
).
Requires PC and internet proficiency and knowledge of Microsoft and other web browsers.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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