Bilingual Member Services Representative

SESLOC Credit Union; Santa Maria (CA); On-site; USD 35,000 - 41,000; Full time

Job summary

SESLOC Credit Union in Santa Maria, CA is seeking a Mortgage Loan Originator-focused member service professional. You will originate and review loan applications, maintain member contact, and promote credit union products.

The role requires a High School Diploma or GED and 1–3 years of related experience, with NMLS eligibility and bilingual English/Spanish preferred. Strong attention to detail and sales drive are essential.

Qualifications

• High School Diploma or GED and 1–3 years related experience.
• Must register or qualify to register with the NMLS as Mortgage Loan Originator and maintain annual registration.
• Bilingual English/Spanish preferred.

Responsibilities

• Originate loan applications and review loan files to verify completion.
• Maintain contact with members for consumer loans and ensure process steps are completed.
• Explain share account processes and credit union products; assist with account openings and closings.
• Educate and promote ancillary credit union products.
• Assist with loan payments, withdrawals, transfers, and daily balancing tasks.
• Support members with fraud disputes and respond to emails/ calls promptly.
• Assist members with remote access and support monthly/quarterly audits.

Skills

Customer service

Sales

Detail oriented

Communication

Computer skills

Education

High School Diploma or GED

NMLS Mortgage Licensure eligibility

Job description

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business.

Education

In this position you will perform a wide variety of financial and educational service functions in member service areas assisting in achieving assigned branch goals. Perform essential functional tasks key to the position and overall branch operations to include but is not limited to:

• Originate loan applications and review loan files to verify application is complete.


• Maintain all contact with members for consumer loans to ensure loan process steps are completed.


• Provide general information about share application process and all credit union products and services. Complete all required steps in the account opening and closing process including actively trying to retain the account. Service member needs regarding share account, trust, U.T.M.A, club accounts, business accounts, share draft, deferred compensation, IRA, and share certificates.


• Establish, convert, or assist with complex special accounts and transactions.


• Educate and promote credit union ancillary products.


• Assist members with loan payments, withdrawals via check, credit card and cash advances, and transfers. Follow all daily work documentation procedures which include check proofing and balancing daily work. Perform member account maintenance as required.


• Support members with fraud disputes and compromised memberships.


• Respond promptly to members email, telephone requests and inquiries, ensuring the highest quality member service standards.


• Assist members with remote access.


• Support branch management with monthly and quarterly audits as needed.

Education/Experience

A High School Diploma or GED and one to three years similar or related experience including time spent in preparatory positions. Position requires strong attention to detail, organization, communication, computer skills, and a passion for sales. Ability to exercise sound judgment in all situations and foster sound relationships with others. Must be registered or qualify to register with the National Mortgage Licensing System & Register as a Mortgage Loan Originator (MLO) and maintain annual registration requirements.

Bilingual (English/Spanish) preferred.

EOE

All job offers extended to final candidates at SESLOC Credit union are conditional pending the successful completion and acceptable results of background checks and signing an Arbitration Agreement as a condition of employment. Background checks include a bond check, a credit check, a criminal history check, reference checks. Signing an Arbitration Agreement is a condition of employment.

Salary: $25.37 - $29.81 per hour