Lending Specialist

2 weeks ago


New Hartford, New York, United States First Source FCU Full time
Job Title: Direct Lending Specialist I

At First Source FCU, we are seeking a highly skilled and motivated Direct Lending Specialist I to join our team. As a key member of our lending department, you will be responsible for providing exceptional service to our members, promoting our lending philosophy and values, and identifying opportunities to improve our members' financial lives.

Key Responsibilities:
  • Build long-term relationships with members by utilizing our Member Value culture and adhering to our Universal Behaviors Policy.
  • Support our Direct Lending Program and bring awareness to the local community.
  • Sell credit union products and services by determining member needs and cross-selling appropriate services.
  • Provide members with superior service and information regarding our products; research and solve member questions, service issues, problems, and complaints.
  • Receive and verify information on all types of loans; make underwriting recommendations, approve loans within established lending authority, and disburse loans to members.
  • Provide financial counseling to members when necessary.
  • Achieve assigned individual and team sales goals.
  • Participate in First Source FCU events and designated community events.
  • Attain Notary status within 6 months of assignment.
  • Attend necessary compliance training, including Bank Secrecy, OFAC, and Privacy.
  • Register under the SAFE Act Guidelines as established in 2011.
  • Attend training sessions as appropriate.
  • Travel as needed.
Requirements:
  • High School or equivalent plus 1-3 years work experience or related business degree.
  • Strong communication and interpersonal skills.
  • Attention to detail.
  • Strong computer aptitude.
  • Professional appearance.
  • Ability to work flexible hours, including Saturdays as needed.


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