Branch Loan Underwriter- Trussville
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to parse the posting.
Given text:
Role: Assists members and potential members with their financial needs, opens new accounts, processes account transactions and loan requests, resolves problems, and provides assistance and information regarding products and services.
Essential Functions & Responsibilities: ... (list)
Performance Measurements: ... (list)
Knowledge And Skills: ... (list)
Physical Requirements: ... (list)
Behaviors Preferred ... Motivations Preferred ... Equal Opportunity Employer ... etc.
We need to map to sections.
We have "Role" description: could be "About the role". So we can put that as About the role
with
... content. Responsibilities: from "Essential Functions & Responsibilities:" and maybe also "Performance Measurements:"? Performance measurements could be considered responsibilities or maybe separate but we can combine under Responsibilities. Requirements: maybe from "Knowledge And Skills:" includes Experience, Education, etc. Could be Requirements. Skills: maybe from "Knowledge And Skills:" includes Interpersonal Skills, Other Skills. Could be Skills. Qualifications: maybe overlapping with Requirements. But we need to decide. We have Physical Requirements: could be part of Requirements or separate but we can include under Requirements. We have Behaviors Preferred, Motivations Preferred: could be under Skills or maybe separate but not required. We have no explicit Benefits, Pay, Schedule info. So we should NOT include those sections. Thus we will include sections: About the role, Responsibilities, Requirements, Skills. Possibly Qualifications if we have distinct content. Let's extract content. Role description: "Assists members and potential members with their financial needs, opens new accounts, processes account transactions and loan requests, resolves problems, and provides assistance and information regarding products and services." We'll put that in a
. Responsibilities: from "Essential Functions & Responsibilities:" and "Performance Measurements:" combined. Essential Functions & Responsibilities text: "Assists members and non-members with general to intermediate financial transactions and loan inquiries, including but not limited to business accounts and loans, consumer lending, real estate, credit cards, and other specialty accounts. Resolves problems that are within their authority in a timely manner. Refer problems that are beyond their authority to their supervisor, along with their recommendations. Underwrites consumer loans, originates & closes real estate loans. Post transactions and loan requests accurately and in a timely manner, and maintain records in accordance with credit union policies and guidelines. Promotes, explains, and cross-sells credit union products and services, including gap and warranty coverage, credit, and life disability. Anticipates the needs of our members and advises them appropriately. May represent the credit union in business partner visits, enrollments, and various civic functions in order to develop additional business. Conducts audits of system information and member documents in a timely manner. Acts as liaison between members and various departments. Provides notary services to members. Performs other job-related duties as assigned." Performance Measurements: "Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner. Actively cross-sell products and services to members to achieve or exceed all established sales goals and assist in meeting branch goals. Ensure compliance with all applicable credit union policies and procedures. Represents the credit union in a professional and courteous manner. Provide informed, prompt, accurate service and support to all members and employees. Maintain a satisfactory loan portfolio." We can combine these as responsibilities. We'll output as
- each sentence? Could break each bullet as separate
- . We'll need to preserve all substantive info; we can split by sentences.
But we need to avoid duplication. Some sentences may be similar (cross-sell appears both). We'll keep both but could be duplicate; but instruction: remove duplicated lines. So we should deduplicate identical lines. The cross-sell appears in both sections but wording slightly different: "Promotes, explains, and cross-sells credit union products and services, including gap and warranty coverage, credit, and life disability." vs "Actively cross-sell products and services to members to achieve or exceed all established sales goals and assist in meeting branch goals." Not identical, so keep both.
We'll produce list items.
Now Requirements: from "Knowledge And Skills:" includes Experience, Education, Interpersonal Skills, Other Skills, Physical Requirements maybe.
Let's extract:
"Experience: One to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Must be able to maintain life insurance and NMLS registration. Must be able to utilize various electronic systems to obtain and enter information. Must demonstrate strong public contact and communication skills. Must demonstrate good judgment skills in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to branch services and products offered. Must be adept in handling new accounts, share certificates and IRA accounts.
Physical Requirements: Must be able to move around the branch and must be able sit and stand for an extended period of time. Light lifting is required."
Also "Behaviors Preferred Team Player: Works well as a member of a groupDetail Oriented: Capable of carrying out a given task with all details necessary to get the task done wellDedicated: Devoted to a task or purpose with loyalty or integrity Motivations Preferred Self-Starter: Inspired to perform without outside help"
These could be considered Skills or maybe separate but we can include under Skills.
We need sections: Requirements (experience, education), Skills (interpersonal, other skills, behaviors, motivations). Could also include Physical Requirements under Requirements or Skills. We'll put Physical Requirements under Requirements.
Thus:
Requirements
- Experience: One to three years of similar or related experience.
- Education: A high school education or GED.
- Physical Requirements: Must be able to move around the branch and must be able sit and stand for an extended period of time. Light lifting is required.
Skills
- Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Other Skills: Must be able to maintain life insurance and NMLS registration. Must be able to utilize various electronic systems to obtain and enter information. Must demonstrate strong public contact and communication skills. Must demonstrate good judgment skills in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to branch services and products offered. Must be adept in handling new accounts, share certificates and IRA accounts.
- Behaviors Preferred: Team Player: Works well as a member of a group; Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well; Dedicated: Devoted to a task or purpose with loyalty or integrity.
- Motivations Preferred: Self-Starter: Inspired to perform without outside help.
About the role
Assists members and potential members with their financial needs, opens new accounts, processes account transactions and loan requests, resolves problems, and provides assistance and information regarding products and services.
Responsibilities
- Assists members and non-members with general to intermediate financial transactions and loan inquiries, including but not limited to business accounts and loans, consumer lending, real estate, credit cards, and other specialty accounts.
- Resolves problems that are within their authority in a timely manner.
- Refer problems that are beyond their authority to their supervisor, along with their recommendations.
- Underwrites consumer loans, originates & closes real estate loans.
- Post transactions and loan requests accurately and in a timely manner, and maintain records in accordance with credit union policies and guidelines.
- Promotes, explains, and cross-sells credit union products and services, including gap and warranty coverage, credit, and life disability.
- Anticipates the needs of our members and advises them appropriately.
- May represent the credit union in business partner visits, enrollments, and various civic functions in order to develop additional business.
- Conducts audits of system information and member documents in a timely manner.
- Acts as liaison between members and various departments.
- Provides notary services to members.
- Performs other job-related duties as assigned.
- Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
- Actively cross-sell products and services to members to achieve or exceed all established sales goals and assist in meeting branch goals.
- Ensure compliance with all applicable credit union policies and procedures.
- Represents the credit union in a professional and courteous manner.
- Provide informed, prompt, accurate service and support to all members and employees.
- Maintain a satisfactory loan portfolio.
Requirements
- Experience: One to three years of similar or related experience.
- Education: A high school education or GED.
- Physical Requirements: Must be able to move around the branch and must be able sit and stand for an extended period of time. Light lifting is required.
Skills
- Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Other Skills: Must be able to maintain life insurance and NMLS registration. Must be able to utilize various electronic systems to obtain and enter information. Must demonstrate strong public contact and communication skills. Must demonstrate good judgment skills in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to branch services and products offered. Must be adept in handling new accounts, share certificates and IRA accounts.
- Behaviors Preferred: Team Player: Works well as a member of a group; Detail Oriented: Capable of