Branch Specialist II (Loan Processor)

Plus Credit Union is looking for a driven individual who is full of energy, motivated and ready to take the business to the next level! This person will perform transactions for members by all communication channels (phone, email, mail and in-person). Process loans for member as well as cross-tell all products and services! The ideal candidate will implement credit union sales and marketing strategies to build credit union community relationships and generate membership growth and income.

Other duties include:

Member Service Represents the credit union to members in a courteous and professional manner. Adheres to concepts and expectations as outlined in the SERVICE philosophy. Responsible for cross-selling credit union lending and share products and services and promote credit union products and services based on members needs. Respond to member's requests and/or direct them to the proper person for specific information and assistance. Open new accounts and service existing accounts. Set up new account files and provide member with all necessary information for membership. Interviews member and receives loan application on consumer loans. Processes loan application on computer system verifying that application meets all credit union policies. Forwards loan application request to loan officers for decision and obtain all supporting loan documentation as requested for loan policy and/or loan officer. Assist in preparing loan documents, verifying accuracy and consistency of documents and compile closed loan forms for Quality Control. Research accounts for deposits, withdrawals and loan payment discrepancies. Assist members in opening Individual Retirement Accounts. Responsible for completing Currency Transaction Reports, monitoring for and reporting suspicious activity, and completing annual training related to the Bank Secrecy Act. Other duties may be assigned. •

SPANISH-SPEAKING PREFERRED

Hourly Differential•

Set Schedule:

Monday to

Friday Location:

On-Site (Remote Work not Available) 13 paid holidays each year Paid Time Off (PTO) begins accruing day one of employment Free Employee Assistance Program (EAP) Medical

HMO, PPO, OOP

(POS Plan) Dental & Vision Insurance (employee coverage 100% company paid) Life, AD&D, short and long-term disability insurance (100% company paid) 401(k) retirement and 401(k) matching

Job Type:

Full-time Pay:

From $16.00 per hour Application Question(s): Please provide Three (3) dates and times Monday-Friday between 9am-3pm you may be available for an interview.

Work Location:

In person