AmFirst · 3 weeks ago
Branch Loan Underwriter- Birmingham Area
Birmingham, AL
Full-time
Onsite
New Grad, Entry Level
0+ years expAmFirst is committed to trust, integrity, and financial wellness, providing exceptional service and value to its members. The Branch Loan Underwriter assists members with their financial needs, processes account transactions, and provides information regarding products and services.
BankingFinanceFinancial Services
Responsibilities
Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations
Performs all consumer loan functions including selling services, quoting rates, utilizing the lending software and closing loans
Identifies cross-sell opportunities and cross-sells services to members
Ensures appropriate records are maintained and required reports are prepared
Conducts audits of system information and member documents
Acts as liaison between members and various departments
Represents the branch as appropriate in its relationships with members, sponsor organizations(s), business partners, other financial institutions and similar groups
Performs other job-related duties as assigned
Qualification
Required
Minimum 6 months experience in New Accounts
A high school education or GED
Must be able to utilize various computer programs to obtain and enter information
Must demonstrate strong public contact and telephone skills
Must demonstrate good judgement in order to resolve member issues and to offer other services
Must be current on all policies and procedures related to teller and new account functions
Must be fully versed on all services offered by the credit union
Must demonstrate familiarity with the lending function; including taking consumer loan applications, cross selling, and closing consumer loans
Must have experience in handling share certificates and IRA accounts
Must be able to change job function as member traffic dictates to meet member needs
Benefits
Extensive benefits package
Company
AmFirst
AmFirst is a full-service financial institution with over $2 billion in assets and 21 branch locations across the Birmingham-Metro and Mobile, Alabama areas.
201-500 employees
Funding
Current Stage
Growth StageRecent News
Seattle TechFlash
2025-05-02
Company data provided by crunchbase