Outbound Loan Officer (Financial Service Rep)

Mountain America Credit Union; Arizona; Remote; Full time

Job summary

Mountain America Credit Union seeks an Outbound Loan Officer to connect with members and enhance their financial experiences. This fully remote role involves promoting products and making loan decisions, requiring relevant experience and a commitment to service excellence. Competitive salary, excellent benefits, and opportunities for professional development are offered.

Benefits

Competitive Pay

Flexible Schedule

Paid Time Off

Tuition Assistance

401K Match

Qualifications

• 3-5 years of relevant experience.
• 2 years of lending experience required.
• Bilingual Spanish positions available.

Responsibilities

• Contact members to promote credit union products and services.
• Review and render decisions on loan applications.
• Assist with setting up and closing financial products.

Skills

Communication

Sales

Customer Service

Education

High School Diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

Outbound Loan Officer (Financial Service Rep)

Join to apply for the Outbound Loan Officer (Financial Service Rep) role at Mountain America Credit Union

Outbound Loan Officer (Financial Service Rep)

1 week ago Be among the first 25 applicants

Join to apply for the Outbound Loan Officer (Financial Service Rep) role at Mountain America Credit Union

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [e-mail] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

Contact credit union members by phone to offer credit union products and services and add value to the members overall financial experience by championing the credit unions mission, vision, and core values. Contacts will be made from strategic lead sources which identify opportunities based on the members need.

Job Description

LOCATION:

Remote in MACU Footprint

Please Note: We are only able to move forward with candidates who reside in the following states:

• Utah
• Nevada
• Idaho
• Montana
• Arizona
  
  

Schedule

Monday-Friday 8am-5pm or 9am-6pm

Important Information

• 3-5 Years Required Relevant Experience
• 2 Years of Lending Experience Required
• Minimum Qualifications must be met to be considered please review accordingly
  
  

We are committed to taking care of all our employees

• Competitive Pay starting at $19hr, higher starting wage based on experience
• Spanish Speaking Bilingual Positions Available! $1.00hr Differential for Language Skill
• Competitive Incentive program
• Position is 100% remote (working from home)
• Consistent performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development
  
  

To be effective, an individual must be able to perform each job duty successfully.

• Contacts members with information regarding services and programs offered by the credit union in order to increase product penetration and loan portfolio. Seeks to attain established goals on key products as assigned on a monthly basis. Forwards calls to the appropriate areas. Assists in creating and maintaining a sales culture and achieving program sales goals. Use AAA Service.
• Solicits loan applications and informs members of current rates and lending services offered by the credit union. Reviews, evaluates, and renders decisions on loans with in the lending guidelines, to include approvals, denials, and counter offers. Ensures that applications are complete and that a decision is render to the member within established guidelines. Ensures all loan applications are thoroughly reviewed, to include credit reports, with the intent of maximizing approval options including cross sell opportunities.
• Works closely with the Service Center Representatives to resolve any member service issues.
• Opens and closes all types of accounts; accepts applications for membership and ensures that each card reflects the proper signatures. Maintains records and reports to immediate supervisor on a weekly basis.
• Achieves minimum standards set by management based on agent skill set and experience.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
• Analyzes leads to find opportunities for member to improve their financial situation.
• Makes phone calls to notify member of opportunities available to them through Mountain America Credit Union.
• Assists members through the process of setting up and closing financial products and services
• Performs other duties as assigned.
  
  

KNOWLEDGE, SKILLS, And ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Three to five years of similar or related experience.

Education

High School Diploma or equivalent.

~

Licenses, Certificates, Registrations

N/A

Computer/Office Equipment Skills

Adding machine/10-Key, Type a minimum of 35 words per minute. Basic to intermediate computer operating skills (windows navigation, mouse/keyboard functionality), Intermediate Microsoft Outlook and Microsoft Office abilities.

Managerial Responsibility

Has no supervisory/managerial responsibility

Language Skills

Must have the ability to read, understand and carry out instructions in written and oral form.

Other Skills And Abilities

n/a

Physical Abilities / Working Conditions

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

• This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
  
  

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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