Member Services Representative II/Loan Officer

About the role

Responsible for responding to requests and inquiries of services offered in a professional and confidential manner, as well as a wide range of member service and lending functions for Brown-Forman Employees Credit Union, a state chartered credit union with assets of approximately $14 million, loans of $10 million, and membership of approximately 1450 members.

Responsibilities

• Responds to member inquiries professionally and confidentially, providing information on the full range of credit union products and services.
• Executes member service functions, including processing share withdrawals, deposits, loan payments, and cashing checks.
• Maintains a teller cash drawer, reconciling balances daily, and managing cash levels.
• Opens new member accounts, cross-selling services, and providing all applicable account disclosures.
• Processes loan applications, evaluates credit history, and calculates debt ratios to determine loan approvals.
• Safeguards compliance with the Bank Secrecy Act by monitoring data from FINCEN and processing OFAC checks.
• Edits and advises members on strategies to improve and protect their credit history.
• Captures and distributes member statements through the share certificate program.

Requirements

• Previous experience in the Credit Union or Banking field.
• Demonstrated ability to independently manage and complete workloads in a high-pressure, team environment.
• Excellent interpersonal skills for developing and maintaining effective working relationships.
• Proven analytical and mathematical skills, with a high degree of accuracy.
• Ability to maintain strict confidentiality when dealing with sensitive financial information.
• Previous customer service experience with an outgoing and energetic personality.

Qualifications

• College/University Degree
• 5+ years of previous credit union or banking experience

Skills

• Customer Service
• Financial Analysis
• Loan Processing
• Member Services
• Banking Compliance

Benefits

• Equitable pay structures for individual and company performance
• Premium employee experience
• A range of premium benefits

Pay

• TBD

Schedule

• In-office at the Brown-Forman Louisville, Kentucky Corporate Headquarters
• Monday to Friday 8:30AM - 4:30PM