MSR/Loan Officer

Paylocity; Kalamazoo (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

KALSEE Credit Union is seeking a branch-focused professional to handle member services, apply lending knowledge, and manage teller transactions in a customer-first environment.

You will open accounts, process loans, cross-sell products, and ensure compliance with BSA/OFAC. This role requires collaboration with staff and ongoing training participation.

Qualifications

• Minimum 2 years of credit union or banking experience in a branch environment preferred.
• Previous lending experience preferred.
• Proficient using Microsoft Office products.
• Excellent verbal and written communication skills.

Responsibilities

• Greet members and demonstrate KALSEE Values at all times; proactively engage members.
• Demonstrate excellence in member service with problem-solving and creative solutions.
• Interview and open accounts for members.
• Know the benefits, features and underwriting requirements of loan products; take loan applications, process them, and close loans.
• Cross-sell KALSEE products and services.
• Perform teller transactions for members and approve checks when needed.
• Manage vault cash and cash handling for tellers.
• Handle member complaints and resolve issues.
• Stay informed on new loan types and financial products.
• Assist in training of new staff.
• Review activities for compliance with policies and regulations (BSA/OFAC).
• Participate in annual BSA/OFAC compliance training.
• Perform other duties as assigned by supervisor.

Skills

Microsoft Office

Communication skills

Education

Bachelor's degree

High School diploma or equivalent

Tools

Microsoft Office

Job description

Description

Position Summary: Demonstrated ability to successfully handle all member needs. Enhance the member’s experience by exceeding the member’s expectations and bring value to each member interaction. Responsible for performing all duties at the branch including opening accounts, lending, and teller transactions.

Duties/Responsibilities:

• Greet each member with a smile and display KALSEE’s Values at all times. Proactively engage members.
• Responsible for demonstrating excellence in member service which requires member focused problem solving skills and the ability to formulate creative solutions.
• Interview and open accounts for members
• Know the benefits, features and underwriting requirements of all Consumer and Mortgage Loan products. Take loan applications, process loan applications, make lending decisions and close loans
• Cross sell KALSEE products and services
• Perform teller transactions for members and approve checks for tellers when needed
• Ensure proper management of the vault including the buying and selling of cash to the tellers
• Handle member complaints and take appropriate action to resolve them
• Stay abreast of new types of loans and other financial products and services
• Assist in training of new staff
• Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations.
• Participate in annual training as required by the BSA/OFAC Compliance Officer
• Perform other duties as assigned by supervisor

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Requirements

Knowledge & Experience:

• Minimum 2 years of credit union or banking experience in a branch environment preferred
• Previous lending experience preferred
• Proficient using Microsoft office products
• Excellent verbal and written communication skills

Education / Certifications:

Bachelor Degree preferred

High School diploma or equivalent required

KALSEE Credit Union shall, at its discretion, modify or adjust the position to meet the credit union’s changing needs.