Logix Federal Credit Union
Financial Services Officer I (or II)-Woodland Hills
Logix Federal Credit Union, Los Angeles, California, United States, 90079
Financial Services Officer I (or II)-Woodland Hills
Join to apply for the
Financial Services Officer I (or II)-Woodland Hills
role at
Logix Federal Credit Union The
Financial Services Officer I (or II)
is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union’s offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights
$44,990.40 + Incentives ( Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities
Develops member relationships by providing high-quality sales and service to each individual member and 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 of, completion and submission of a real estate mortgage loans. Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied. 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 as the relate to assigned products. Executes the day-to-day elements of the Credit Union’s Member Experience per established standards. Directly responds to member’s inquiries either in person, via telephone, mail or an internal referral. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Qualifications
Education
Bachelor’s Degree (4 years) with business related emphasis a plus. Experience
Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability
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 required licenses and training 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. Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.
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Join to apply for the
Financial Services Officer I (or II)-Woodland Hills
role at
Logix Federal Credit Union The
Financial Services Officer I (or II)
is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union’s offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights
$44,990.40 + Incentives ( Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities
Develops member relationships by providing high-quality sales and service to each individual member and 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 of, completion and submission of a real estate mortgage loans. Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied. 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 as the relate to assigned products. Executes the day-to-day elements of the Credit Union’s Member Experience per established standards. Directly responds to member’s inquiries either in person, via telephone, mail or an internal referral. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Qualifications
Education
Bachelor’s Degree (4 years) with business related emphasis a plus. Experience
Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability
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 required licenses and training 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. Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.
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