Roving Loan Processor/MSR (FT40)

Responsibilities

• Travel to various branch locations, as assigned, to assist when short-staffed.
• Greet members as they enter the lobby in an outgoing, courteous manner.
• Prepare loans for Loan Officer; input applicant information, run credit reports, print queues, and pull-up NADA value.
• Book loans and ensure the proper disbursement of proceeds. Set-ups direct deposit allocations for loan payments.
• Process loans on computer and update loan data.
• Answer phone inquiries regarding loans, NADA values, and calls to Loan Officer and/or Branch Manager.
• Forward approved loans to Quality Control and denied loans to the Loan Committee.
• Cross-sell every product and service as needed to meet the financial needs of the individual member.
• Reviews membership applications for approval; opens and provides information on all credit union account types.
• Aids members with direct deposits, IRAs, CDs, check orders, address changes, automatic transfer, wire transfers and other financial needs.
• Instructs members on the proper use of the Audio Response System, Home Banking, Bill Payer, plastic services (ATM, Check Card, and Gift Cards) and Moneyline transfers.
• Prints and reviews member statements or account histories, counsels members regarding the activity of their accounts. Makes corrections to accounts as needed.
• Alerts to warnings of fraud and able to detect and avoid possible fraudulent activity.
• Aid with various branch duties as needed.

Qualifications

• Experience in the loan and/or member service department of a credit union or equivalent experience with similar financial institutions.
• A high school diploma or equivalent, with some college preferred.
• Competent computer skills and use of standard office equipment.
• Ability to meet, speak and deal effectively with people, being professional always.
• Maintain a neat and professional appearance.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.