Loan Officer

The Role

The primary purpose of this Personal Banker/Loan Officer position is to assist Beacon Credit Union in living out our mission, "Dedicated to Our Member's Financial Success," by delivering outstanding service to both internal and external members. A key component of this service delivery is to identify the financial needs of each member and recommend an appropriate Credit Union solution.

Major Duties and Responsibilities

• Ensure Loans are submitted and underwritten in accordance with Beacon's policy in a timely manner.
• Is knowledgeable and understands all of Beacon CU's products and services. Responsible for increasing product and service penetration with current as well as potential members.
• Review completed loan packages prior to funding of the loan. Review and compliance completed loan packages before sending to loan review.
• Act in the capacity of a Teller when requested. Must understand all applicable teller policies and procedures. Mission statement, and service standards are met while on the teller line to ensure every member every time is our standard.
• Follow all applicable regulations, including Bank Secrecy Act, Patriot Act, Reg CC, and Anti-money Laundering. Adhere to all SAFE ACT regulations.
• Deliver outstanding service to external and internal members in alignment with the Credit Union's service standards.
• All other duties assigned by management.

Preferred Experience

• Two years Lending Experience
• Two years working in a Financial Institution
• Sales Experience