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If you’re ready for a long-term career with a financial institution that cares about their employees, offers numerous benefits, promotes from within, and has been serving communities for 70 years, you’ve come to the right place!

 

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Reports To: Vice President, Commercial Services Administration   Functions Supervised: Commercial Underwriting   Primary Functions: Responsible for credit underwriting, annual reviews and risk grade management of the credit union’s commercial lending activities. This will include evaluating the credit worthiness of borrowers, loan structuring, risk analysis and ensuring the consistent application of approved credit policy. This position is also responsible for managing, mentoring and coaching of credit underwriting staff.   Duties and Responsibilities: -  Responsible for underwriting and risk management which includes financial and industry analysis, risk rating, and credit structure of new and existing commercial credit transactions. - Assists in the preparation of credit memorandums, loan and credit line renewals, extensions and modifications ensuring compliance with lending policies. - Oversees the development and administration of assigned staff to include validating the input of financial data within the software utilized for underwriting purposes. - Develops a credit training program that prepares loan review analysts and other junior credit administration personnel to become underwriters including managing, mentoring and coaching. - Makes recommendations for policy and procedure improvements for credit memorandums, approval process, and other credit department functions and implements them as warranted. - Maintain in-depth knowledge of credit union regulations, policies, and procedures as they relate to commercial lending. - Attends calls with loan officers as requested. - Provides underwriting support for the SBA loan program as needed. - Assists as needed with managing internal loan reviews and external audits. - Perform other duties as assigned.
ID
2021-2987
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports To: Varies by location   Primary Functions: Perform insurance support functions   Duties and Responsibilities:   - Perform insurance functions necessary to support an Account Manager to include, but not limited to, processing claims, billings, file maintenance, policy changes processed by upload or memo, cancellation requests and binders. - Sort, scan and assign mail in ImageRight. - Inactive files. - Upload payments. - Run download. - Order supplies. - Follow up on Suspenses. - Update non-download renewals in AMS. - Check new and renewal policies. - Assign CRM and WEB referrals to Sales Agents or Account Managers. - Maintain Plines mailbox. - Process return mail and address changes. - Send renewal Checklist and Anniversary cards to clients. - Back up receptionist- duties to include greeting and escorting clients and visitors to proper party and answering receptionist phone. - Perform other duties as assigned.
ID
2021-2943
Location : Name
Tacoma Fin Cntr
Company
Alaska USA Insurance Brokers
City
Tacoma
Select State
WA
Reports To: Assistant Member Service Center Team Manager   Primary Functions: Answer member telephone inquiries and provide excellent member service. Post or record and forward transactions to appropriate departments for processing.   Duties and Responsibilities: - Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. - In compliance with credit union marketing image and service delivery goals, answer inquiries and provide information on all types of accounts, loans and other credit union services. - Develop and maintain a current in-depth knowledge of credit union services and policies. - Receive and post, or accurately record and forward for processing, member account transactions and research requests. - Perform assigned authority level responsibilities. - Identify and offer products and services that would be beneficial to the member. - Perform other duties as assigned.
ID
2021-2969
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports To: Branch Manager II   Functions Supervised: Branch Office Activities   Primary Functions: Supervise the activities of the branch office with an emphasis on providing accurate, warm, friendly, efficient member service and cross sales of credit union products and services. Assume responsibility for the branch as assigned   Duties and Responsibilities:   - Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. - Coach, lead and motivate branch employees; promote participation in cross sales of products and services. Meet with employees regularly on an individual and group basis to establish and reinforce sales/service goals. - Ensure compliance with credit union marketing, image, and service delivery goals within area of responsibility. - Responsible for quality and accuracy of teller, new accounts, member service and loan transactions. - Responsible for the security, accountability, and control of branch office cash, negotiable items, and, as assigned, general ledger accounts. - Recommend and coordinate with the manager, branch promotional activities and programs on a routine basis to increase awareness and generate new business. - Coordinate the personnel functions for branch employees with manager to include staff scheduling, training, evaluating performance, employee morale, and policy compliance. - Ensure that branch personnel are familiar and comply with established policies and procedures. - Perform duties of Senior Financial Services Representative position as required. - Assume responsibility for the branch as assigned. - Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned. - Perform other duties as assigned.
ID
2021-2951
Location : Name
Overlake Branch
Company
Alaska USA Federal Credit Union
City
Bellevue
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2932
Location : Name
Mount Vernon
Company
Alaska USA Federal Credit Union
City
Mount Vernon
Select State
WA
Reports To: Mortgage Processing Supervisor   Primary Functions: Process mortgage loan applications in combination with assigned originator(s).   Duties and Responsibilities: - Verify all information received in the mortgage loan application via letters to employers, banks, creditors, etc. - Maintain logs and files as necessary regarding mortgage loan applications processed. - Order appraisals, surveys and updated credit reports, as directed by the Underwriter. - Communicate and coordinate with originators and members, collection of documentation and information, stipulations/conditions or any other pertinent data needed to submit to underwriting and obtain approval. - Address member concerns and inquiries quickly, professionally and courteously. - Input, validate and confirm all required data into appropriate Automated Underwriting (AU) system(s) required for approval and closing. - Order items timely and accurately to ensure processing time frames are met and production standards and goals are achieved. - Respond to Quality Control and Loan Delivery requests within specified time lines as directed by each department. - Review processed loan packages prior to submission to ensure completeness, quality, and accuracy. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all required training within specified deadlines. - Perform other duties as assigned.
ID
2021-2920
Location : Name
Procura Puyallup
Company
Alaska USA Mortgage Company
City
Procura
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2893
Location : Name
Rose Hill Branch
Company
Alaska USA Federal Credit Union
City
Kirkland
Select State
WA
Reports to: Varies by Location   Functions Supervised: Area Branch Services Support   Primary Functions: Support activities within assigned area with emphasis on service and sales delivery, staff recruitment, on-boarding, staff development and community engagement.   Duties and Responsibilities:   -  Support the area vice president to improve service and sales performance through in-branch coaching and implementation of best practices. - Monitor branch staffing levels and manage senior branch services specialist schedules to cover absences, vacant positions, and branch needs. - Coach, lead and motivate senior branch services specialists and promote participation in area service and sales delivery. - Support the area vice president during recurring branch manager and assistant branch manager meetings and conduct recurring senior branch services specialist meetings. - Assist in with selection and hiring of area staff, on-boarding, coordinate initial staff training and identify and develop area mentors to assist with ongoing training needs. - Maintain in-depth knowledge of branch operations, conduct branch compliance audits, as assigned, and work in partnership with the area vice president to correct deficiencies. - Assist the area vice president with branch audit response, personnel actions, and performance evaluations. - Represent the credit union in community, professional and trade associations, as assigned, and identify additional community engagement opportunities within the area. -  Assist to coordinate staffing, training, and scheduling for area community events, trade shows and volunteer opportunities. - Perform duties of a branch manager as required. - Oversee area responsibilities in absence of the area vice president. - Perform other duties as assigned.
ID
2021-2853
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports to: Varies by Location   Functions Supervised: Area Branch Services Support   Primary Functions: Support activities within assigned area with emphasis on service and sales delivery, staff recruitment, on-boarding, staff development and community engagement.   Duties and Responsibilities:   -  Support the area vice president to improve service and sales performance through in-branch coaching and implementation of best practices. - Monitor branch staffing levels and manage senior branch services specialist schedules to cover absences, vacant positions, and branch needs. - Coach, lead and motivate senior branch services specialists and promote participation in area service and sales delivery. - Support the area vice president during recurring branch manager and assistant branch manager meetings and conduct recurring senior branch services specialist meetings. - Assist in with selection and hiring of area staff, on-boarding, coordinate initial staff training and identify and develop area mentors to assist with ongoing training needs. - Maintain in-depth knowledge of branch operations, conduct branch compliance audits, as assigned, and work in partnership with the area vice president to correct deficiencies. - Assist the area vice president with branch audit response, personnel actions, and performance evaluations. - Represent the credit union in community, professional and trade associations, as assigned, and identify additional community engagement opportunities within the area. -  Assist to coordinate staffing, training, and scheduling for area community events, trade shows and volunteer opportunities. - Perform duties of a branch manager as required. - Oversee area responsibilities in absence of the area vice president. - Perform other duties as assigned.
ID
2021-2854
Location : Name
Procura Everett
Company
Alaska USA Federal Credit Union
City
Everett
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2798
Location : Name
Port Orchard Branch
Company
Alaska USA Federal Credit Union
City
Port Orchard
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2789
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2788
Location : Name
Kent Branch
Company
Alaska USA Federal Credit Union
City
Kent
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2759
Location : Name
Kent Branch
Company
Alaska USA Federal Credit Union
City
Kent
Select State
WA
Reports To: Loan Setup Supervisor   Primary Functions: Loan Setup functions associated with the back-end processing and underwriting of a residential mortgage loan.   Duties and Responsibilities:   - Verify documentation supplied with the mortgage application compared to the required checklist. Identify and communicate to the MLO or Processor if documentation is incomplete or missing. - Accurately place initial orders associated with the loan. This will include and is not limited to use of internal and external vendors to place orders for the loan in process. Required to open and maintain accounts with Veterans Affairs and Federal Housing Administration. - Use Symitar to open LIP Accounts, verify balances in LIP accounts and pull bank statements associated with the loan in process. - Respond to requests from internal customers to follow-up on orders placed and provided status if needed during the loan process. Maintain records of all orders placed in a central location to provide redundancies within the team. - Order items timely and accurately to ensure member turn times are met. Timeframes will be set and monitored by the Loan Setup Supervisor. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all training within specified deadlines. - Perform other duties as assigned.
ID
2021-2725
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports To: Mortgage Production Manager   Functions Supervised: Processors and Senior Processors Primary Functions: Responsible for timely and accurate mortgage loan processing and daily supervision of regional mortgage processing staff.   Duties and Responsibilities: - Assume leadership responsibilities to include: provide feedback for performance reviews, interview processor candidates, promote team atmosphere with other departments, reinforce service and quality goals and - Perform loan processing tasks as described in Senior Processor job description for executive level employee loans, overflow and specific niche programs. - Ensure employees have prepared files accurately and timely for transfer to the Underwriting and/or Closing department. - Conduct periodic audits of random samples of loans in process to ensure completeness, quality and accuracy. - Communicate and coordinate with originating, underwriting & closing staff to facilitate excellent member service. - Review current training material, practices and procedures and provide recommendations to senior management regarding changes that may enhance member service, or improve efficiency within the department. - Coach, lead and motivate employees using quality control trending reports as a teaching tool. - Respond to Quality Control and Loan Delivery requests within specified time lines as directed by each department. - Assist to increase market share by decreasing turn times and increasing member service. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all required training within specified deadlines. - Perform other duties as assigned.
ID
2021-2714
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2700
Location : Name
Olympia Branch
Company
Alaska USA Federal Credit Union
City
Olympia
Select State
WA
Reports To: Regional Vice President, A U M C   This is a Supervisory Position   Functions Supervised: Mortgage Loan Originators and Office Operations   Primary Functions: Originate mortgage loans and manage branch office operations.   Duties and Responsibilities: - Sell mortgage loan services to the real estate community and promote the general business interests of the company. - Foster positive office interactions and model successful sales techniques to improve professional image and market visibility in the mortgage lending industry. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields. - Ensure all mortgage loan originators are originating, disclosing and/or re-disclosing accurately and timely within all established regulatory compliance requirements and timeframes. - Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures and gather required documentation and fees to process mortgage loans. - Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. - If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit. - Manage the operations of the branch office including recruitment and supervision of staff. - Conduct sales presentations for real estate agents as necessary to enhance business relations. - Perform other duties as assigned.
ID
2020-2128
Location : Name
Procura Puyallup
Company
Procura Mortgage Company
City
Puyallup
Select State
WA
Reports To: Varies by Location   Primary Functions: Close, review, and disburse conventional, FHA, VA, and RD mortgage loans, as well as specialty program mortgage loans (such as HUD184, FHA203k, and State/Community bond programs).   Duties and Responsibilities: - Clear the preliminary title report of any item that will prevent attaining the appropriate lien position. - Review all closing documentation to ensure that all required documents and information are present, and that the information contained in the documentation complied with AKUSA, regulatory, investor, and guarantor requirements. - Compile, input, and confirm all monetary information necessary to properly submit mortgage loans to the escrow agency for closing. - Prepare all loan documents for appropriate signatures. - Coordinate with selected escrow and/or title company and forward necessary document for closing. - Take any signatures necessary for in-house real estate transactions, including assumptions and liability releases. - Complete and correct loan files as directed by supervisor. Coordinate with Loan Delivery to make certain corrections are obtained timely, to meet investor requirements. - Assist other closers as necessary as directed by supervisor. - Communicate and coordinate with originating and underwriting staff to facilitate excellent member service. - Perform other duties as assigned.
ID
2021-2609
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
Select State
WA
Reports To: Varies by location   Primary Functions: Originate mortgage loans and assist with originator training.   Duties and Responsibilities:   - Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, and financial planning fields. - Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans. - Ensure all loans are originated, disclosed and/or re-disclosed accurately and timely within all established regulatory compliance requirements and timeframes. - Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. - If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit. - Answer origination questions for mortgage loan originators as required and assist with their training. - Conduct sales presentations for Realtors as necessary to enhance business relations. - Perform other duties as assigned.
ID
2021-2535
Location : Name
Procura Puyallup
Company
Procura Mortgage Company
City
Puyallup
Select State
WA
Reports to: Varies by location   Functions Supervised: None   Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. - Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. - Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. - Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. - Open all types of new accounts while assisting the member to effectively use account. - Receive and process member service requests. Identify, research and correct member account discrepancies. - Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. - Perform other duties as assigned.
ID
2021-2540
Location : Name
Kingsgate Branch
Company
Alaska USA Federal Credit Union
City
Kirkland
Select State
WA