Mountain America Credit Union · 2 days ago
Part Time Financial Service Representative (Loan Officer)
Richfield, UT
Part-time
Onsite
Entry Level
1+ years expMountain America Credit Union is dedicated to providing quality financial services to its members. The Financial Services Representative will assist members with loan servicing transactions and cross-sell products and services to meet their financial needs.
BankingFinancial ServicesMortgage
Responsibilities
Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
Consistent focus on increasing member satisfaction, building the membership base and account retention
Expected to meet sales and service goals
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach
Originates loans by accepting, reviewing, and approving loan applications
Interviews loan applicants, reviewing credit report and cross-sells loans
Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
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
Acts as a liaison to Business Services
Reaches out to the community through outbound phone calls and by attending SEG events
Performs Teller duties as needed
Represents the credit union in a professional manner, both in dress and in actions
Keeps work area neat and clean
Responds to email/voicemail/missed calls/other communication in a timely manner
Actively participates and completes product knowledge courses
Complies with all regulations as required by law
May require travel to other branches
Performs other duties as assigned
Qualification
Required
At least one year of retail banking or related sales and customer service experience
Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence
Ability to multi-task and maintain composure while handling all member activities and requests
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
High school diploma or equivalent
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Type a minimum of 35 words per minute preferred
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
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Preferred
Fluent in both Spanish and English
Symitar experience
Benefits
Excellent medical and dental benefits with minimal employee contribution (full time employees)
Paid time off, volunteer time off, and paid holidays
Matching 401K
Tuition assistance
Professional development
Company
Mountain America Credit Union
Mountain America Credit Union is a member-owned, full-service financial institution.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Curtis
EVP/Chief Financial Officer
Nathan Anderson
Executive Vice President/Chief Operating Officer
Recent News
2026-01-06
2025-12-24
Company data provided by crunchbase