Financial Specialist (Loans, Full-Time, Central Maui)

If you're passionate about providing exceptional member service, making a difference, and contributing to our Maui community, MauiFed may be the right place for you. MauiFed is seeking a full-time Financial Specialist to join our team. Help us to meet our mission towards building financial relationships with members to enhance their future and support our vision to inspire members to think of MauiFed first for all their financial services. Job Description Guided by our tagline, "Making it happen," the Financial Specialist is responsible for a variety of tasks including: providing exceptional member service, processing member transactions accurately and efficiently, helping resolve member concerns in a timely manner, identifying Credit Union products and services that will help to improve the financial lives of our members and processing and servicing of our loan products. Key duties include assisting in all operational activities, assisting in all lending activities from origination to closing, ensuring all documentation is accurate and compliant, and providing professional communication to members throughout the loan process. The Financial Specialist must clear all pre-funding conditions, disburse funds accurately, and manage post-closing tasks and collateral research. The successful candidate is expected to be a detail-oriented team player who takes pride in accuracy and enjoys helping our members achieve their financial goals.

Responsibilities Member Service :

Provide professional, friendly service while accurately and efficiently processing member transactions.

Member Service Support :

Assist with other operational activities like new account opening and processing, wire facilitation, IRA account opening and processing, and more.

Problem Solving:

Assist members with inquiries and resolve concerns in a timely, professional manner

Financial Relationship Building :

Identify and recommend Credit Union products and services that align with the member's financial needs.

Accountability :

Maintain and balance a cash drawer and adhere to all internal security and balancing procedures.

Lending Support:

Assist in all activities related to the origination, underwriting, documentation, closing, and servicing of consumer and home equity loans.

Loan Servicing:

Complete all post-closing forms and handle member requests that arise throughout the course of servicing the loan.

Collateral Management:

Research requests for the release of collateral, secure necessary signatures, and obtain approvals for appropriate action.

Back Office Support :

Perform assigned administrative duties and assist the branch and loan teams as needed

Compliance:

Comply with and adhere to Credit Union policies and procedures as well as legal and regulatory requirements. Qualifications High school diploma or equivalent. 2+ years of experience in loan processing or financial services preferred. Knowledge of Consumer Lending and Home Equity (HELOC) procedures. Ability to obtain and maintain NMLS registration. Skills and Abilities Professional appearance, courteous manner, and positive attitude. Exceptional time management, communication, and member service skills. High level of accountability, efficiency, and accuracy in handling financial documents. Basic math and computer skills; proficiency in Microsoft Office and loan origination software. Ability to handle all confidential matters professionally, maintaining the privacy of our member's information with integrity. Strong understanding of the Maui community and the local financial landscape. Benefits 401(k) Health, Dental, and Vision Insurance Employee Assistance Program Disability and Life Insurance Paid Time Off, Paid Holidays Work Remotely No Disclaimer The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. How to Apply If you are a detail-oriented professional who wants to help us make it happenfor our members, please submit your resume through Indeed.

Pay:

$23.00 - $25.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Life insurance Paid time off Vision insurance

Experience:

Banking:

1 year (Required)

Lending:

2 years (Required)

Location:

Kahului, HI 96732 (Required) Ability to

Commute:

Kahului, HI 96732 (Required)

Work Location:

In person