Senior Relationship Manager, Community Commercial Real Estate
EEOC
Financial Services Officer I
Logix Federal Credit Union
full-time
Posted on:
Location Type: Office
Location: Newbury Park • 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 and identifies financial needs.
- Personal selling of financial products including savings, depository products, consumer loans, VISA cards, auto loans, consumer loan insurance products and Real Estate Mortgage Loans.
- Assists members in the selection of, completion and submission of real estate mortgage loans (purchase and refinances).
- Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions; explains denials and explores options.
- Provides advice and assistance on budget counseling, consolidations, pay methods and other member financial needs.
- Participates in marketing campaigns and member awareness seminars; works with outside sources to generate business.
- Ensures compliance with laws, regulations, and Credit Union policies related to assigned products and may assist with branch audits.
- Executes day-to-day Member Experience standards (Concierge station, Needs Assessment, follow-up appointments, escorting members).
- Responds to member inquiries in person, via telephone, mail or internal referral.
- Works with Branch Management to promote and grow loan totals, provide feedback on branch goals, and generate referrals.
- Processes member transactions including opening new accounts, consumer loan applications, loan fundings and required documentation; responsible for quality and accuracy.
- Assists Sales Manager with SEG sign up events, benefit fairs and other promotional activities.
- Participates in staff development and may train other staff; performs routine office and clerical duties and may maintain a cash drawer and assist with daily branch balancing.
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.
- Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
- Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver’s license and own reliable mode of transportation.
- Must be willing to be assigned to another local branch as needed.
- Must consistently report to work on time, as scheduled.
- Obtain within 6 months: 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.
- 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.
- Have a working knowledge of the Microsoft suite of Office products.
- Experience using the Symitar Data system is considered a plus.
Benefits
- $44,990.40 + Incentives ( Unlimited Cap On Incentives)
- Day One Employee Benefits
- Auto Discounts
- Mortgage Discounts
- Tuition Reimbursement
- 401K Company Match
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsconsumer loansreal estate mortgage loanscredit scoringlending decisionsbudget counselingconsolidationsloan applicationsloan fundingsdepository products
Soft skills
member relationshipshigh-quality salesservicecommunicationteamworkcustomer serviceproblem-solvingtime managementtrainingmarketing
Certifications
Bachelor's DegreeMortgage Loan OriginatorNotary LicenseConsumer Loan Officer trainingRE Loan Officer designationMembership Officer Authority
