Description
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.
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
New Mexico
SCHEDULE:
Monday-Friday 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.***
