With the following summary of responsibilities:

– Responsible for providing basic information to members on accounts, payments, interest rates, loan options and/or savings programs.

– Resolves member questions and problems regarding account statements, loans, payments, automatic transfers, interest rates, investment certificates and any additional related information.

– Actively, consistently and professionally cross sells CFCU’s products and services and meets the cross-selling goals as assigned.

– Completes research and resolves documentation errors or discrepancies, forwards more complex problems to senior officers or to supervisor.

– Develop new member opportunities through referrals from existing, satisfied members, and other sources.

– Accepts and/or process new account and loan requests according to set procedures. Pre-approve or deny applications based on analysis.

– Provides general information to members on company policies, procedures and programs.

– Provide assistance with Internet use and bill payment systems.

– Assists members with the loan application process to ensure completeness of information.

– Makes the appropriate calculations regarding the loan application.

– Gather background information on loan applicants by interviewing loan applicants and obtaining information from credit bureau reports.

– Assist with Loans payment through ACH originations software, identify and resolves problems regarding ACH originations.

– Operates with moderate credit authority; refers more complex situations to supervisor, loan specialist or manager.

– Alternate or rotate among Ubanking, Virtual and Platform divisions, as required.

– Keeps informed on company policies and procedures affecting job duties and responsibilities and complies with by-laws and regulations affecting the organization.

– Completes and maintains all related reports and records as required by the organization, and attends meetings as required.

– Follow applicable procedures for all job duties assigned by supervisor.

– Participates in education, coaching and/or training activities as needed.

With the following qualifications:

– Bachelor’s degree in Business Administration, major in Finance, Accounting or related fields; or equivalent education and experience.

Additionally, this position requires the following:

– Overall knowledge of financial institutions department operations, products and services

– Consumer credit administration and/or banking knowledge experience

– Working knowledge of member life cycle needs

– Knowledge of product features, benefits, and related pricing policies and procedures for retail banking products

– Thorough knowledge of interviewing, solicitation and telemarketing skills.

– Must be fluent in Spanish and proficient in English

– Possess knowledge of database software, Internet software and Word Processing software

CFCU is an EQUAL OPPORTUNITY EMPLOYER.