Account Officer
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Account Officer
Job Overview : The Account Officer position provides member service and is responsible for adding new members, preparing applications, making recommendations to proper lending authorities, and decision-making on account / loan requests.
This position is also responsible for traveling to all credit union branches to provide staffing coverage.
- What you will be doing as an Account Officer…
- Hands-on with loan proceeds.
- Opening / closing accounts.
- Review loan and account applications.
- Ability to maintain product knowledge.
- Ensure all proper documentation is obtained
- Analyze credit reports and work with members based on reports
- Provide sound financial guidance to members and communicate account and loan decisions.
- Obtain ratings and sales goals.
- Follow lending authority as designated by the policy.
- Creates documents efficiently and with accuracy.
- Familiar with Teller responsibilities.
- Strong communication skills both internally and externally
- Skills you ideally bring to the table as a Floating Account Officer…
- 2 years experience in the financial industry.
- 1 year experience specific to lending.
- Reliable transportation.
- Experience with NMLS enrollment
- Proven experience in receiving and disbursing funds accurately.
- Strong communication and organizational skills.
- Strong customer service skills
- Efficient with a 10-key calculator.
- Cash handling experience.
- Thorough understanding of Credit Consumer laws.
- Strong analytical skills.
- Interested in sales
- Team player.
- Knowledge of credit union operations.
- Decision-making skills.
Saige Partners, one of the fastest-growing technology and talent companies in the Midwest, believes in people with a passion for helping them succeed.
We are in the business of helping professionals Build Careers, Not Jobs . Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture .
Contact us to learn more about the opportunity below or check ou t other opportunities at https : / / careers.saigepartners.com / .
Account Officer
Job Overview: The Account Officer position provides member service and is responsible for adding new members, preparing applications, making recommendations to proper lending authorities, and decision-making on account/loan requests. What you will be doing as an Account Officer…. Skills you ide...
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