Logix Federal Credit Union
Financial Services Officer I (or II)-Burbank-FT
Logix Federal Credit Union, Burbank, California, United States, 91520
Financial Services Officer I (or II) – Burbank (FT)
Logix Federal Credit Union
Highlights
$44,990.40 + Incentives (Unlimited Cap On Incentivesli>
Day One Employee Benefits
Auto Discounts
Mortgage Discounts
Tuition Reimbursement
401K Company Match
Responsibilities
Develop member relationships by providing high-quality sales and service to each individual member and work with new and existing members to identify their financial needs and assist them in selecting the appropriate financial products and services.
Support the achievement of the retail branch office sales goals through personal selling of all offered financial products, including savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, GAP insurance); and real estate mortgage loans.
Assist members in the selection, completion, and submission of real‑estate mortgage loans (purchase and refinances).
Use credit scoring, sound lending practices, regulatory requirements, and sound judgment to make lending decisions for the benefit of the membership; explain reasons for denials and explore options for members when loans are denied, such as credit counseling and methods to improve FICO score.
Provide advice and assistance to members on budget counseling, consolidations, pay methods, and other areas relating to member financial needs.
Participate in marketing campaigns and member awareness seminars; work with outside sources to generate additional business.
Ensure compliance with all applicable laws, regulations, and Credit Union policies and procedures related to assigned products, including Truth In Savings and Fair Credit Lending Practices; assist with branch audits as needed.
Execute the day‑to‑day elements of the Credit Union’s Member Experience per established standards, from greeting new members to setting follow‑up appointments.
Escort members through the entire process, thanking them for their business and reaffirming their decision to do business with LFCU.
Respond directly to member inquiries in person, via telephone, mail, or internal referral.
Collaborate with Branch Management in a team atmosphere to promote loan growth, provide feedback on branch goals, and generate referrals through coaching and encouragement of branch staff.
Process member transactions efficiently, accurately, and in a timely manner, including opening new accounts, consumer loan applications, loan fundings, and completing all required documentation.
Assist the Sales Manager in developing and promoting LFCU services to existing Select Employee Groups (SEGs) for sign‑up events, benefit fairs, and other activities.
Participate in all assigned staff development programs to support the Credit Union’s commitment to continuous improvement in sales, service, quality, and teamwork; may be required to train other staff members.
Perform routine office and clerical duties such as requisitioning supplies and maintaining accurate files, as assigned.
Maintain a cash drawer within assigned limits and policy, assist with daily branch balancing procedures, and approve teller transactions over the teller limit when appropriate.
Accurately complete all required documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications).
Must be an actively registered Mortgage Loan Originator with the NMLS and display the unique identifying number on LFCU business card and e‑mail stationery.
Must be willing to travel to other local branches as needed; must have a valid driver’s license and reliable mode of transportation.
Must be willing to be assigned to another local branch as needed; eligibility for a transfer after assignment is subject to Senior Management approval.
Must consistently report to work on time, as scheduled.
Qualifications
Bachelor’s Degree (4 years) with a business‑related emphasis is a plus.
Minimum of 1 year of experience, 3 years preferred, as a financial service officer and/or loan officer in a financial institution.
Knowledge, Skills & Ability
Have a thorough working knowledge of depository and loan products, services, insurance of accounts, account vesting, consumer and mortgage lending principles and practices.
Knowledge of credit union documents, reports, policies, and procedures is a plus.
Obtain the following licenses, skills, and authorities within 6 months of entering the position: 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 working knowledge of the Microsoft Office suite.
Experience using the Symitar Data system is considered a plus.
Be willing to travel to other local branches on an as‑needed basis; must have a valid driver’s license and reliable transportation.
Be willing to be assigned to other local branches as needed.
Base Pay USD $21.63 / hour.
Employment Details
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
Industry: Banking
Equal Opportunity Employer 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.
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Highlights
$44,990.40 + Incentives (Unlimited Cap On Incentivesli>
Day One Employee Benefits
Auto Discounts
Mortgage Discounts
Tuition Reimbursement
401K Company Match
Responsibilities
Develop member relationships by providing high-quality sales and service to each individual member and work with new and existing members to identify their financial needs and assist them in selecting the appropriate financial products and services.
Support the achievement of the retail branch office sales goals through personal selling of all offered financial products, including savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, GAP insurance); and real estate mortgage loans.
Assist members in the selection, completion, and submission of real‑estate mortgage loans (purchase and refinances).
Use credit scoring, sound lending practices, regulatory requirements, and sound judgment to make lending decisions for the benefit of the membership; explain reasons for denials and explore options for members when loans are denied, such as credit counseling and methods to improve FICO score.
Provide advice and assistance to members on budget counseling, consolidations, pay methods, and other areas relating to member financial needs.
Participate in marketing campaigns and member awareness seminars; work with outside sources to generate additional business.
Ensure compliance with all applicable laws, regulations, and Credit Union policies and procedures related to assigned products, including Truth In Savings and Fair Credit Lending Practices; assist with branch audits as needed.
Execute the day‑to‑day elements of the Credit Union’s Member Experience per established standards, from greeting new members to setting follow‑up appointments.
Escort members through the entire process, thanking them for their business and reaffirming their decision to do business with LFCU.
Respond directly to member inquiries in person, via telephone, mail, or internal referral.
Collaborate with Branch Management in a team atmosphere to promote loan growth, provide feedback on branch goals, and generate referrals through coaching and encouragement of branch staff.
Process member transactions efficiently, accurately, and in a timely manner, including opening new accounts, consumer loan applications, loan fundings, and completing all required documentation.
Assist the Sales Manager in developing and promoting LFCU services to existing Select Employee Groups (SEGs) for sign‑up events, benefit fairs, and other activities.
Participate in all assigned staff development programs to support the Credit Union’s commitment to continuous improvement in sales, service, quality, and teamwork; may be required to train other staff members.
Perform routine office and clerical duties such as requisitioning supplies and maintaining accurate files, as assigned.
Maintain a cash drawer within assigned limits and policy, assist with daily branch balancing procedures, and approve teller transactions over the teller limit when appropriate.
Accurately complete all required documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications).
Must be an actively registered Mortgage Loan Originator with the NMLS and display the unique identifying number on LFCU business card and e‑mail stationery.
Must be willing to travel to other local branches as needed; must have a valid driver’s license and reliable mode of transportation.
Must be willing to be assigned to another local branch as needed; eligibility for a transfer after assignment is subject to Senior Management approval.
Must consistently report to work on time, as scheduled.
Qualifications
Bachelor’s Degree (4 years) with a business‑related emphasis is a plus.
Minimum of 1 year of experience, 3 years preferred, as a financial service officer and/or loan officer in a financial institution.
Knowledge, Skills & Ability
Have a thorough working knowledge of depository and loan products, services, insurance of accounts, account vesting, consumer and mortgage lending principles and practices.
Knowledge of credit union documents, reports, policies, and procedures is a plus.
Obtain the following licenses, skills, and authorities within 6 months of entering the position: 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 working knowledge of the Microsoft Office suite.
Experience using the Symitar Data system is considered a plus.
Be willing to travel to other local branches on an as‑needed basis; must have a valid driver’s license and reliable transportation.
Be willing to be assigned to other local branches as needed.
Base Pay USD $21.63 / hour.
Employment Details
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
Industry: Banking
Equal Opportunity Employer 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.
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