Financial Services Associate

1 week ago


Houston, Texas, United States First Eagle Federal Credit Union Full time

Job Summary:

We are seeking a highly skilled Financial Services Associate to join our team at First Eagle Federal Credit Union. As a key member of our staff, you will be responsible for providing exceptional member service and support to help us deliver a memorable experience.

About the Role:

This is a dynamic role that requires a strong focus on customer satisfaction, effective communication, and collaboration with cross-functional teams. You will work closely with sales consultants and originators to ensure smooth loan production and meet high-quality standards.

Key Responsibilities:

  • Provide timely and accurate support to sales consultants and originators to expedite new business
  • BUILD STRONG MEMBER RELATIONSHIPS by responding promptly to their needs and ensuring a positive experience
  • Communicate effectively through various channels to increase speed and delivery of loan production
  • Process and fund decisioned loans in a timely and efficient manner
  • Support members with account maintenance, including modifications and payment originations
  • Upsell solutions to deliver our brand promise of A Better Financial Life for Every Member during member interaction
  • Ensure the security of our members' financial information and maintain confidentiality
  • Stay up-to-date with credit union policies, procedures, and Service Standards

Requirements:

  • Bachelor's degree or equivalent combination of education and experience
  • Minimum 2 years of banking and lending experience, preferably in a similar role
  • Registration with the National Mortgage Licenses System
  • Notary Public certification
  • Familiarity with software applications like Meridian Link, Epysis, Microsoft Office, and standard office equipment

Salary Estimate: $55,000 - $65,000 per year, depending on experience and qualifications

Work Environment: Our offices are located in a moderate noise level environment. The physical demands of this role include occasional lifting (up to 15 pounds), sitting, standing, walking, climbing, or balancing. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.



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