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New Accounts/Loan Rep (MSR

VENTURA COUNTY CREDIT UNION · Thousand Oaks, United States Of America · Onsite

$41,600.00  -  $54,080.00

  • Professional
  • Office in Thousand Oaks
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Job Details

Job Location:    THOUSAND OAKS - Thousand Oaks, CA
Salary Range:    $20.00 - $26.00 Hourly

Description

At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we’d love to hear from you!

 

What You’ll Do

  • Open new accounts and establishing new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
  • Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
  • Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
  • Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns.
  • Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures
  • Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat)

 

What We’re Seeking

  • Previous financial institution experience, 2+ years, specifically in new accounts and loan processing.
  • Previous sales experience in financial services, 6-12 months
  • Someone who is service driven and able to communicate solutions with empathy.

 

What Will Make You Stand Out

  • Credit Union platform experience.
  • Working knowledge of these systems – Symitar/Episys and MeridianLink.
  • Fluency in Spanish, specifically in finance/banking terminology.
  • A dedication to service, working with organizations that seek to improve the lives of people in your community.  

 

 

What’s In It For You

  • Paid Volunteer Time
  • Paid Time Off, including Sick/Vacation/Holidays
  • Medical/Dental/Vision/Supplemental Benefits
  • 401k Employer Match & Safe Harbor Contribution
  • Company Sponsored Life & LTD Insurance
  • Education Reimbursement
  • VCCU Membership and Rate Discounts

 

We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities.  We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.