Loan Services & Member Advisor

Mountain America Credit Union; Springville (UT); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Competitive pay + incentives

Medical and dental benefits

Paid time off

Volunteer time off

Paid holidays

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Springville, UT, is seeking a Financial Services Representative to provide member services, loan servicing, and cross-sell products. Primary duties include opening and servicing accounts as well as assisting customers with loan applications and documents.

The role requires at least one year in retail banking or related sales, high school diploma, and certification readiness (MSR, NMLS). This is a full-time on-site position with competitive pay and benefits.

Qualifications

• High school diploma or equivalent.
• At least one year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services.

Responsibilities

• Provide exceptional member service by assessing needs and cross-selling MACU products.
• Originate loans by reviewing applications, interviewing applicants, and opening loan files.
• Prepare loan documentation and conduct closings for home equity, personal, and auto loans.
• Represent the credit union professionally and support branch operations as needed.

Skills

Customer service

Sales

Cross-selling

Communication

Multi-tasking

Education

High school diploma or equivalent

MSR Certification Package

NMLS Certification

Tools

Symitar

Microsoft Office

Outlook

Excel

Job description

Mountain America Credit Union in Springville, UT, is seeking a Financial Services Representative to provide member services, loan servicing, and cross-sell products. Primary duties include opening and servicing accounts as well as assisting customers with loan applications and documents.

The role requires at least one year in retail banking or related sales, high school diploma, and certification readiness (MSR, NMLS). This is a full-time on-site position with competitive pay and benefits.