Job Listings

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!

 

While creating a profile you'll have the opportunity to upload a resume (word or PDF format), cover letter, and provide information used to evaluate your qualifications. The information provided is reviewed to identify specific job qualification skills, and you may be contacted if your skills match a position for which we are currently recruiting.

 

Due to a system upgrade, if you are a returning applicant that applied prior to December 15, 2020, Please create and submit a new profile while browsing for new positions.

 

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Click column header to sort

Search Results Page 1 of 2

Reports To: Sales Support Manager   Primary Functions: Generate initial loan disclosures that are compliant with Alaska USA polices and procedures. Generate re-disclosures as applicable for loan changes through the loan process. Coordinate with Production and Compliance to determine changes in circumstances and fee variances.   Duties and Responsibilities: - Prepare initial disclosures within required regulatory timeline. Verify loan fees for accuracy to ensure compliance with TRID, RESPA and ECOA. - Prepare re-disclosures within required regulatory timeline. Validate the change in circumstance and proper documentation to ensure compliance with TRID, RESPA and ECOA. - Maintain a high level of member service and internal service with timely responses and accurate information, maintaining thorough knowledge of TRID regulatory requirements. - Responsible for understanding and utilizing matrixes based on state and county to ensure accurate fee disclosure per geographic location. - Review general information on the loan to determine loan product and fee validation. Thorough knowledge of FHA, VA, USDA, HUD 184 and Conventional PMI required to identify appropriate calculations and data discrepancies. - Ensure loans requiring mortgage insurance are appropriate disclosed. - Use Symitar to determine membership status. Include membership paperwork in initial disclosure package if applicable. - Adhere to department turn-times and minimum file expectations. - Participate in seminars and other training to maintain required knowledge and skill development. Complete all training within specified deadlines. - Assist in training other Disclosure Specialists. - Perform other duties as assigned.
ID
2021-2627
Location : Name
Renton Branch
Company
Alaska USA Mortgage Company
City
Renton
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
2021-2620
Location : Name
Kingsgate Branch
Company
Alaska USA Federal Credit Union
City
Kirkland
State
WA
Reports To: Regional Underwriting Manager   Primary Functions: Underwrite conventional mortgage loans within conforming loan limits and act as delegated underwriter for selected conventional, FHA, VA, and/or RD mortgage loans.   Duties and Responsibilities:   - Responsible for the underwriting of conventional, FHA, VA, and/or RD mortgage loans within conforming loan limits to insure compliance with established policies and requirements. - Serve as a delegated or direct-endorsement underwriter within the requirements established by the investor, insurer or guarantor. - Maintain a current knowledge of existing laws, statutes, regulations, ordinances, policies and procedures pertaining to real estate and mortgage lending. - Work jointly with loan originator and processor to ensure alternative solutions are considered in order to meet both the borrowers' expectations as well as investor guidelines. - Perform other duties as assigned.
ID
2021-2604
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
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
2021-2593
Location : Name
Port Orchard Branch
Company
Alaska USA Federal Credit Union
City
Port Orchard
State
WA
Reports to: Varies by location   Functions Supervised:None   Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products and services, and new programs and processes to encourage change.   Duties and Responsibilities: - Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service at all area branches. - Coach, lead and motivate branch employees; by promoting cross selling of credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. - 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. - 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 duties of Senior Financial Services Representative position. - Assist with the training on new products and services and updates on policy and procedure. - Assist with conducting branch staff training for area branches. - Obtain state mandated insurance license to quote and bind Personal Lines Insurance products, as assigned. - Assume responsibility for area branches and assist with supervision of branch staff as assigned. - Perform other duties as assigned.
ID
2021-2607
Location : Name
Tacoma Fin Cntr
Company
Alaska USA Federal Credit Union
City
Tacoma
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
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
2021-2386
Location : Name
Renton Financial Center
Company
Alaska USA Mortgage Company
City
Renton
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
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
2021-2545
Location : Name
Federal Way Branch
Company
Alaska USA Federal Credit Union
City
FEDERAL WAY
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
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
2021-2534
Location : Name
Procura Puyallup
Company
Alaska USA Mortgage Company
City
Puyallup
State
WA
Reports to: Agile Business Analyst Supervisor Functions Supervised: None.   Primary Functions: Business Analyst’s (BA) are members of the Feature Definition Team. The feature definition team is responsible for supporting analysis, feature definition and triage of new ideas in collaboration with business units and business product owners – AND - as an extension of the Feature Definition Team, BA’s will also support project implementation within Agile Project Teams. Business Analyst (BA) will participate in discovery analysis, feature definition/triage, testing, and implementation of new ideas and projects. The BA analyzes the business process and user interface requirements for ideas and projects by working closely with the business stakeholders and project/product teams to ensure success. Business Analyst is responsible for engaging with Product Owners and idea/project stakeholders and SME’s to define Epics, stories and features. BA’s will ensure appropriate upfront research and analysis has been conducted and groom feature backlog. The BA clearly understands the needs related to the product by working closely with the Product Owner, SMEs, and other business partners, so they can clearly communicate the product vision and client's needs to the Agile project team and stakeholders. Duties and Responsibilities: - As a member of the Feature Definition Team, BA clearly understands the needs related to the Business Unit product by working closely with the Product Owner, SMEs, and other business partners, so they can clearly communicate the product vision and client's needs to the Feature Definition Team and Agile Project team. - Assists with research and analysis to ensure that the appropriate information and context is available for the Fusion and Agile Project Teams to conduct productive story writing sessions. - Reviews or creates process and flow maps to understand the business processes and system flows, in order to fully document the business domain. - Documents any necessary business rules and logic needed to fully incorporate a business process into the system. - Documents and identifies story dependencies to help facilitate backlog refinement and prioritization. - Manages a regular cadence for story definition, story writing, story review, and story prioritization to maintain a well-refined and prioritized backlog of sufficient length to support the team's velocity. - BA reviews or creates process and flow maps to understand the business processes and system flows, in order to fully document the business domain. - Assists the Product Owner with defining what business value means to the client and how to assess each feature/story based on that business value to help maximize the value the team delivers. - (2)+ years of Business Analysis experience or proven experience as a Business Analyst. (1)+ years' experience as a member of an Agile team, preferably as an Agile Business Analyst, Product Owner or Scrum Master. Experience working directly with business stakeholders. Experience performing Business Analysis responsibilities.
ID
2021-2551
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports to: Varies by location.   Functions Supervised: None.   Primary Functions: Collaborates as a member of Agile development teams in developing applications designed to achieve strategic business outcomes.   Duties and Responsibilities:   - Takes initiative in projects, executing responsibilities, and collaborating with others - Develop fault-tolerant, scalable solutions to satisfy technical requirements - Utilizes technical knowledge to write and complete software tasks and projects - Tests, integrates, writes, troubleshoots, and debugs software applications - Adhere to company standards and apply design principles and patterns to develop robust software - Works closely with other engineers to collaborate in the areas of coding standards, and system related issues - Perform other duties as assigned in support of team efforts and results.  
ID
2021-2538
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports To: Varies by location   Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.   Duties and Responsibilities: - Market mortgage loan programs to Retail branch partners, the real estate sales industry and to personal contacts. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, financial planning fields, and Retail branch partners. - Interview buyer/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-directed 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. - Conduct sales presentations for Retail branch partners and Realtors as necessary to enhance business relations. - Attend Retail branch meetings regularly and make in person visits weekly at the main source for Mortgage referrals. - Provide on-going coaching and training to retail partners as a way to gain quality mortgage referrals. - Participate in quarterly branch lobby days in conjunction with Retail branch partners. - Participate in community events as directed to further enhance and grow business and market share. - Perform other duties as assigned.
ID
2020-2272
Location : Name
Procura Everett
Company
Alaska USA Mortgage Company
City
Everett
State
WA
Reports to: Varies by Location   Functions Supervised: None   Primary Functions: Collaborates in the analysis of system specific requirements and back-end processes of technology solutions. An active Agile team member with business stakeholders and software engineers developing solutions to achieve strategic business outcomes. Duties and Responsibilities:   1. Serves as a contact between business stakeholders and Agile teams. 2. Develops a working knowledge of credit union business operations 3. Develops general knowledge of current and emerging applications. 4. Effectively identify and document requirements and technical specifications 5. Identify and solve business problems by implementing value-based business solutions 6. Effectively prioritize requirements to identify critical needs 7. Collaborate with developers on technical design and implementation 8. Collaborate with stakeholders on test case documentation 9. Collaborate with stakeholders on test case execution and acceptance 10. Document and track solution defects and resolution 11. Collaborates with stakeholders on rollout of business solution 12. Participate in the coordination activites for implementation planning and execution 13. Work closely with other analysts to collaborate in knowledge sharing activities 14. Perform other duties as assigned in support of team efforts and results
ID
2021-2518
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports to: Varies by Location   Functions Supervised: None   Primary Functions: Collaborates in the analysis of system specific requirements and back-end processes of technology solutions. An active Agile team member with business stakeholders and software engineers developing solutions to achieve strategic business outcomes. Duties and Responsibilities:   1. Serves as a primary contact between business stakeholders and Agile teams. 2. Maintains a working knowledge of credit union business operations 3. Develops an in-depth knowledge of current and emerging applications. 4. Effectively identify, document, and manage requirements and technical specifications 5. Precisely identify and solve business problems by implementing value-based business solutions 6. Effectively prioritize requirements to identify critical needs 7. Collaborate with developers on technical design and implementation 8. Document traceability of technical specifications from requirements analysis through testing and validation 9. Collaborate with stakeholders on test case development and documentation 10. Collaborate with stakeholders on test case execution and acceptance 11. Document and track solution defects and resolution 12. Collaborates with stakeholders on rollout of business solution 13. Participate in the coordination activites for implementation planning and execution 14. Work closely with other analysts to collaborate in knowledge sharing activities 15. Perform other duties as assigned in support of team efforts and results
ID
2021-2515
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports to: Varies by Location   Functions Supervised: None   Primary Functions: Collaborates in the analysis of system specific requirements and back-end processes of technology solutions. An active Agile team member with business stakeholders and software engineers developing solutions to achieve strategic business outcomes. Duties and Responsibilities:   1. Serves as a contact between business stakeholders and Agile teams. 2. Develops a working knowledge of credit union business operations 3. Develops general knowledge of current and emerging applications. 4. Effectively identify and document requirements and technical specifications 5. Identify and solve business problems by implementing value-based business solutions 6. Effectively prioritize requirements to identify critical needs 7. Collaborate with developers on technical design and implementation 8. Collaborate with stakeholders on test case documentation 9. Collaborate with stakeholders on test case execution and acceptance 10. Document and track solution defects and resolution 11. Collaborates with stakeholders on rollout of business solution 12. Participate in the coordination activites for implementation planning and execution 13. Work closely with other analysts to collaborate in knowledge sharing activities 14. Perform other duties as assigned in support of team efforts and results
ID
2021-2512
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports to: Varies by location.   Functions Supervised: None.   Primary Functions: Collaborates as a member of Agile development teams in developing applications designed to achieve strategic business outcomes.   Duties and Responsibilities:   - Takes initiative in projects, executing responsibilities, and collaborating with others - Develop fault-tolerant, scalable solutions to satisfy technical requirements - Utilizes technical knowledge to write and complete software tasks and projects - Tests, integrates, writes, troubleshoots, and debugs software applications - Adhere to company standards and apply design principles and patterns to develop robust software - Works closely with other engineers to collaborate in the areas of coding standards, and system related issues - Perform other duties as assigned in support of team efforts and results.  
ID
2021-2508
Location : Name
Renton Financial Center
Company
Alaska USA Federal Credit Union
City
Renton
State
WA
Reports To: Varies by location   Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.   Duties and Responsibilities: - Market mortgage loan programs to the real estate sales industry and to personal contacts. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields. - Interview buyer/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-directed 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. - Conduct sales presentations for Realtors as necessary to enhance business relations. - Perform other duties as assigned.
ID
2021-2488
Location : Name
Procura Bellevue
Company
Procura Mortgage Company
City
Bellevue
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
2021-2465
Location : Name
Overlake Branch
Company
Alaska USA Federal Credit Union
City
Bellevue
State
WA