Credit Services Representative
3 weeks ago
Provide customer service to the Bank’s members and housing associates handling Municipal, Stand-by letters of credit, , on-line entitlements, and mergers. Process and verify entry of Letters of Credit requests including Municipal Letters of Credit with members Contribute to memos to Manager with project/job status/details. Create advance, letter of credit and Funding Agreement, Process Global Authorization Forms / corresponding entitlements for all related systems and administer entitlements for 1Link and 1Link SK.
Essential Duties
- Perform data entry and verify transactions into Bank EDP systems that meet credit criteria for Letters of Credit.
- Responsible for taking action for Credit Services (“CS”) upon member related mergers including to ensure all proper documentation is received.
- Process Stand-by Letters of Credit and cover Municipal Letters of Credit including all letter of credit transactions [draws, transfers, amendments, and renewals]
- Review and assist to keep up to date Procedures and ensure SOX controls are up to date.
- Generate reports / execute data queries via Excel, assist with Special Data Requests fulfillments with the FHFA.
- Perform various reconciliation processes (start and end of day) including any pertinent GL accounts.
- Prepare and review credit documentation.
- Assist in the coordination and resolution of member mergers and account closings.
- Assist with merger coordination when necessary to cover vacations – monitoring alerts (secondary check to membership Coordinator), create Account Resolution Letter based on business unit input, coordinate with acquiring institution rep, and coordinate post-merger activities up to and including account closure(s).
- Perform all other duties as assigned.
Experience
Four years plus in a similar role with a financial institution. Knowledge of financial markets and proficient with PCs (spreadsheets, databases).
Skills
Excellent communication skills / customer service. Strong working knowledge of Microsoft Excel, Word, PowerPoint and Outlook. Detailed oriented and ability to multi-task to work in a. fast paced, team environment.
Education
BA or BS in business administration or finance, comparable work experience will be considered.
-
Member Service Representative
2 months ago
York, United States White Rose Credit Union Full time**Purpose**:The successful applicant will serve as a liaison between the member and the credit union. Responsible for providing account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a...
-
Credit Services Representative II
4 weeks ago
New York, United States Federal Home Loan Bank of New York Full timeProvide customer service to the Bank's members and housing associates handling Municipal, Stand-by letters of credit, , on-line entitlements, and mergers. Process and verify entry of Letters of Credit requests including Municipal Letters of Credit with members Contribute to memos to Manager with project/job status/details. Create advance, letter of credit...
-
Indirect Credit Analyst
3 days ago
New York, United States Municipal Credit Union Full time**About MCU**: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 500,000...
-
Indirect Credit Analyst
4 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob DescriptionAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now...
-
Indirect Credit Analyst
3 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob Description Salary: $62,400 to $75,000About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a...
-
Indirect Credit Analyst
3 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob Description Salary: $62,400 to $75,000About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a...
-
Indirect Credit Analyst
3 days ago
New York, New York, United States Municipal Credit Union Full timeAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 500,000 individuals....
-
Member Service Representative
1 month ago
York, United States First Capital Federal Credit Full timeOrganization Description First Capital Federal Credit Union is a full-service financial institution serving the needs of members throughout York County, Pennsylvania, and the United States. Membership in the Credit Union is open to all employees and their families of companies within our Field of Membership. Our mission statement is the financial wellbeing...
-
Member Service Representative
3 weeks ago
York, United States First Capital Federal Credit Full timeOrganization Description First Capital Federal Credit Union is a full-service financial institution serving the needs of members throughout York County, Pennsylvania, and the United States. Membership in the Credit Union is open to all employees and their families of companies within our Field of Membership. Our mission statement is the financial wellbeing...
-
Member Service Representative
2 weeks ago
New York, United States Municipal Credit Union Full timeSalary: $16.00 to $24.34About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of...
-
Member Service Representative
3 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob Description Salary: $16.00 to $24.34 About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership...
-
Member Service Representative
3 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob Description Salary: $16.00 to $24.34About MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership...
-
Member Service Representative
2 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob DescriptionAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now...
-
Member Service Representative
3 weeks ago
New York, United States Municipal Credit Union Full timeJob DescriptionJob DescriptionAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now...
-
Member Service Representative Supervisor
2 months ago
York, United States First Capital Federal Credit Union Full time**_Organization Description_** First Capital Federal Credit Union is a full-service financial institution serving the needs of members throughout York County, PA, and the United States. Membership in the Credit Union is open to all employees and their families of companies within our Field of Membership. Our mission statement is the financial wellbeing of...
-
Branch Services Representative
3 days ago
New Bedford, Massachusetts, United States Taunton Federal Credit Union Full timeJob Title: Branch Service Representative Company: Taunton Federal Credit Union Taunton Federal Credit Union is searching for a dedicated individual to support members with various financial transactions and services. If you thrive in customer service roles and are seeking a long-term career with opportunities for growth, then this role is tailor-made for...
-
Branch Services Representative
4 weeks ago
New Bedford, United States TAUNTON FEDERAL CREDIT UNION Full timeJob DescriptionJob DescriptionBranch Service Representative Taunton Federal Credit Union is looking to hire a service oriented individual to assist our members with a variety of financial transactions and servicing. If you enjoy working in customer service, but are looking for a career and potential for advancement, this is the position for you. The Branch...
-
Branch Services Representative
3 weeks ago
New Bedford, United States TAUNTON FEDERAL CREDIT UNION Full timeJob DescriptionJob DescriptionBranch Service Representative Taunton Federal Credit Union is looking to hire a service oriented individual to assist our members with a variety of financial transactions and servicing. If you enjoy working in customer service, but are looking for a career and potential for advancement, this is the position for you. The Branch...
-
New Hudson, United States Zeal Credit Union Full timeAre you ready for a career that will provide you with a good work-life balance (40-hour work week), a great family atmosphere, paid time off, and paid holidays? Do you enjoy interacting with community members, building trusted relationships, and assisting them with their financial needs? Here at Zeal Credit Union, we offer the ability to do just that, and...
-
Member Services Representative
4 days ago
New Richmond, United States WESTconsin Credit Union Full timeDo you enjoy learning about a company's products and services and sharing that knowledge with others? If so, we may have the perfect opportunity for you to spend your day at WESTconsin Credit Union. We are looking for an enthusiastic individual that wants to join our team. You will be given the opportunity to showcase your relationship building skills to...
