Branch Loan Underwriter

11 hours ago

Oxford, AL, United States America's First Full time
Essential Functions & Responsibilities:
  • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Performs all consumer loan functions including selling services, quoting rates, utilizing the lending software and closing loans.
  • Identifies cross-sell opportunities and cross-sells services to members.
  • Ensures appropriate records are maintained and required reports are prepared.
  • Conducts audits of system information and member documents.
  • Acts as liaison between members and various departments.
  • Represents the branch as appropriate in its relationships with members, sponsor organizations(s), business partners, other financial institutions and similar groups.
  • Performs other job-related duties as assigned.

Performance Measurements:
  1. Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed in a timely manner.
  2. Actively cross-sell products and services to members to achieve or exceed all established sales goals and assist in meeting corporate goals.
  3. Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.
  4. Ensure compliance with all applicable credit union policies and procedures.
  5. Maintain Quality Loop scores within the branch of 6.7 or higher.

Knowledge and Skills:

Experience: Minimum 6 months experience in as Member Service Rep (MSR).

Education: A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Must be able to utilize various computer programs to obtain and enter information.

Must demonstrate strong public contact and telephone skills.

Must demonstrate good judgement in order to resolve member issues and to offer other services.

Must be current on all policies and procedures related to teller and new account functions and be fully versed on all services offered by the credit union.

Must demonstrate familiarity with the lending function; including taking consumer loan applications, cross selling, and closing consumer loans.

Must have experience in handling share certificates and IRA accounts.

Must be able to change job function as member traffic dictates to meet member needs.

Physical Requirements: Light lifting required.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • Loan Sales Representative

    1 week ago

    Oxford, AL, United States 1st Franklin Financial Full time

    Join the 1st Franklin team as a Loan Sales RepresentativeSalary: $14.00 to $15.75 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Loan Sales Representative is...

  • Loan Sales Representative

    2 weeks ago

    Oxford, AL, United States 1st Franklin Financial Full time

    Join the 1st Franklin team as a Loan Sales RepresentativeSalary: $14.00 to $15.75 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Loan Sales Representative is...

  • Branch Loan Underwriter

    1 week ago

    Oxford, United States America's First Federal Credit Union Full time

    Job Details Description Essential Functions & Responsibilities: Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. Performs all consumer loan...

  • Loan Sales Representative

    7 days ago

    Oxford, Alabama, United States 1st Franklin Financial Corporation Full time $29,120 - $32,400 per year

    Join the 1st Franklin team as a Loan Sales Representative.Salary: $14.00 to $15.75 per hourThis position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Loan Sales Representative is...

  • Credit Underwriter

    1 week ago

    Oxford, Connecticut, United States Revere Staffing Partners Corp Full time $60,000 - $80,000 per year

    Overview:Our client in the Southbury area is looking for an Underwriter to add to their team. Responsible for evaluating lease and loan applications, assessing credit risk, and ensuring compliance with underwriting standards and regulations. This role involves analyzing financial data, collaborating with internal teams, and maintaining a strong, balanced...

  • Assistant Branch Manager

    2 weeks ago

    Oxford, MS, United States Regional Finance Corp Full time

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers...

  • Sr. Consumer Loan Specialist

    5 days ago

    Oxford, United States Mississippi Staffing Full time

    Sr. Consumer Loan Specialist Overview & Responsibilities: Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000...

  • Sr. Consumer Loan Specialist

    1 week ago

    Oxford, United States Republic Finance Full time

    Sr. Consumer Loan Specialist - Sales Customer Service 3 days ago Be among the first 25 applicants Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid...

  • Sr. Consumer Loan Specialist

    2 weeks ago

    Oxford, MS, United States Republic Finance Full time

    Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! In addition, we offer...

  • Sr. Consumer Loan Specialist

    1 week ago

    Oxford, MS, United States Republic Finance Full time

    Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! In addition, we offer...

  • Sr. Consumer Loan Specialist

    4 days ago

    Oxford, MS, United States Republic Finance Full time

    Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! In addition, we offer...

  • Consumer Loan Specialist

    7 days ago

    Oxford, Ohio, United States Heights Finance Corporation Full time $15 - $21

    OverviewIf you're seeking more than just a job, join Heights Finance and kickstart your careerAre you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial...