Account Service Representative/Loan Processor at LIBERTY FEDERAL CREDIT UNION

Evansville, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Service Skills, Professionalism, Confidentiality, Multi-tasking, Problem-solving, Account Services, Loan Processing, Cross Selling, Notary Public, Signature Guarantee, Core Processing System Knowledge, Transaction Processing, Cash Balancing, Record Keeping, Data Processing, Word Processing

Industry

Banking

Description

Liberty FCU, a full-service credit union, is currently seeking an Account Service Representative/Loan Processor to assist with the daily retail operations of the Main Office located at 4401 Theater Drive, Evansville, IN 47715. Candidates must possess exceptional service skills, professionalism, confidentiality, multi-tasking and problem-solving skills. Previous financial institution experience is preferred. The hours of operation are Monday through Thursday 8:30 a.m. - 5:00 p.m., Friday 8:30 a.m. - 6:00 p.m. and Saturday 8:30 a.m. - 1:00 p.m. Candidates must be available to work Saturdays on a rotating basis. If you are interested in applying for this position, please click Apply. Duties and Responsibilities: * Serve as a primary Account Service Representative. * Meet with members to determine their banking needs and recommend appropriate accounts. * Assist members with enrolling in credit union products and services. * Maintain an active knowledge base of credit union account types, services, guidelines, policies, and procedures. * Ensure all required account documents are completed accurately. * Strive to meet cross sell goals. * Assist members with certificates, IRA and HSA accounts. * Serve as a Notary Public and Signature Guarantee for credit union transactions. * Open and Close safe deposit boxes. * Maintain a working knowledge of the credit union’s core processing system. * Serve as a loan processor. * Meet with members to determine their lending needs and recommend appropriate loan type. * Maintain an active knowledge base of lending products, guidelines, policies, and procedures. * Identify and recommend additional products that meets the member’s needs. * Ensure all required lending documents are completed accurately. * Make follow up outbound calls to members to inquire about lending needs. * Strive to support branch lending goals. * Serve as back-up Member Service Representative (MSR). * Perform various member transactions such as deposits, withdrawals, and loan payments. * Ensure transactions are posted efficiently and correctly. * Assist in balancing branch cash machines. * Ensure cash drawer is in balance daily. * Answer member telephone inquiries. * Strive to meet MSR cross sell goals and work to support all branch goals and initiatives. * Open and close the office on a rotating basis or when necessary. * Serve as Saturday manager or any other assigned position on a rotating basis. * Assist branch office with record keeping of employee absences and training when necessary. * Develop a working knowledge of the credit union’s data and word processing system. * Any other duties assigned by my supervisor or management. Benefits and Compensation: * Bonus and incentive opportunities * Paid Holidays * Paid Time Off (Vacation, Sick and Personal Days) * Medical, Dental and Vision Insurance * 401(k) retirement program with matching funds * Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance * Tuition Reimbursement Program Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Responsibilities

The role involves serving as a primary Account Service Representative, meeting with members to determine banking needs, recommending appropriate accounts and services, and ensuring accurate document completion while striving to meet cross-sell goals. Additionally, the position functions as a loan processor, assessing lending needs, recommending loan types, and supporting branch lending goals through accurate documentation and follow-up calls.