MSR​/LOAN Interviewer II; Manning

Responsible for presenting and explaining credit union products and services to members and assisting them to utilize these products and services. This position requires the ability to communicate effectively with prospective and current members as well as representing the credit union and its products in a positive and professional manner.

• Sells or cross‑sells products and services based on member needs in order to meet assigned goals.
• Processes financial transactions for members, including opening and closing accounts, issuing checks, processing deposits and withdrawals, issuing certificates, drafts, negotiable instruments, opening and closing safe deposit boxes and IRA accounts, and issuing ATM/debit cards and PIN numbers.
• Responds to routine member inquiries regarding account operation, service access, discrepancies, and assists members with lost, stolen, or forged items.
• Performs teller duties as needed.
• Verifies signature cards and initiates check orders.
• Verifies ATM/debit card maintenance forms.
• Provides general credit union information.
• Interviews members, completes credit applications, and makes recommendations for approvals or denials consistent with policy to Loan Officers.
• Processes loan applications: disbursement of loan, preparation and completion of related documents, and packaging and mailing of packet.
• Advises members of approval or denial and processes loans or denials.
• Processes loan deferral requests, refers to appropriate approval level and advises member of decision.
• Assists in reaching credit union volume and insurance penetration goals.

To perform this job successfully, an individual must be outgoing, enthusiastic, conscientious, group oriented, open to change, and be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

High school diploma or general education degree (GED); one year related experience and/or training; or an equivalent combination of education and experience. Thorough knowledge of credit union's computer system for performing basic input/output tasks.