Financial Services Officer I – II
Logix Federal Credit Union
full-time
Posted on:
Location Type: Office
Location: Burbank • California • 🇺🇸 United States
Visit company websiteSalary
💰 $22 per hour
Job Level
Junior
About the role
- Develops member relationships by providing high-quality sales and service to each individual member.
- Works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services.
- Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans; consumer loan insurance products and Real Estate Mortgage Loans.
- Assists members in the selection, completion and submission of real estate mortgage loans (purchase and refinances).
- Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs.
- Participates in marketing campaigns and member awareness seminars.
- Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures.
Requirements
- Bachelor’s Degree (4 years) with business related emphasis a plus.
- Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution.
- Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices.
- Knowledge of credit union documents, reports, policies and procedures a plus.
- Obtain a Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation within 6 months of entering the position.
- Have a working knowledge of the Microsoft suite of Office products.
- Experience using the Symitar Data system is considered a plus.
Benefits
- Day One Employee Benefits
- Auto Discounts
- Mortgage Discounts
- Tuition Reimbursement
- 401K Company Match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productssavings productsconsumer loansreal estate mortgage loansbudget counselingconsolidationsconsumer lending principlesmortgage lending principles
Soft skills
member relationshipshigh-quality salescustomer serviceadvice and assistancemarketing participation
Certifications
Bachelor’s DegreeNotary LicenseNew Accounts trainingMembership Officer AuthorityConsumer Loan Officer trainingRE Loan Officer designation