Travel-Ready Floating Financial Services Associate

CPM Fed; Greer (SC); On-site; USD 26,000 - 36,000; Full time

Job summary

CPM Federal Credit Union in Greer, SC is seeking a flexible Member Service Representative to open/close accounts, renew certificates, and assist members with all questions about Credit Union products and services.

The role includes cross-selling products, processing loan applications, and servicing loans while ensuring a courteous, professional member experience. Willingness to travel for branch scheduling is required.

Qualifications

• Previous lending experience with consumer loans and mortgage knowledge preferred but not required.
• Knowledge of Credit Union loan services, policies, and procedures. Understanding of related legal and regulatory standards and loan documentation preferred.
• High school diploma or equivalent required.
• Excellent interviewing, communication, and public relations skills.
• Professional appearance and attitude.
• Strong analytical and financial skills.
• Ability to operate related computer applications, and other business equipment including calculators, printer, and telephone.

Responsibilities

• Performs teller functions as needed, actively cross-sells Credit Union products and services to members and assists in meeting their financial needs. Opens and closes accounts.
• Assumes responsibility for effectively and accurately receiving, reviewing, and processing loan applications.
• Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, approved, and disbursed.
• Assists in servicing loans by processing such items as payoff, refinances, problem loan workout arrangements, address changes, payment extensions, collateral releases, and payment due date changes.
• Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant. Ensures that loan requests are properly documented.
• Opens new membership accounts and closes accounts, opens certificates, and sub shares as needed.

Skills

Excellent interviewing

Communication

Public relations

Education

High school diploma or equivalent

Job description

CPM Federal Credit Union in Greer, SC is seeking a flexible Member Service Representative to open/close accounts, renew certificates, and assist members with all questions about Credit Union products and services.

The role includes cross-selling products, processing loan applications, and servicing loans while ensuring a courteous, professional member experience. Willingness to travel for branch scheduling is required.